Impact Partnership Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Impact Partnership Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$617K	Sell	6,302 -2,131	-25%	-$222K	0.08%	169
2025 Q4	$900K	Buy	+8,433	New	+$894K	0.12%	122
2024 Q2	–	Sell	-320	Closed	-$23.4K	–	619
2024 Q1	$23.4K	Sell	320 -27	-8%	-$1.88K	0.01%	375
2023 Q4	$22.6K	Sell	347 -196	-36%	-$12.1K	0.01%	404
2023 Q3	$32.2K	Sell	543 -5,915	-92%	-$362K	0.01%	443
2023 Q2	$394K	Buy	+6,458	New	+$370K	0.14%	95

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Impact Partnership Wealth's SPYG Position: Q1 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, selling an estimated $222K and leaving 6,302 shares worth $617K. The position accounts for 0.08% of the portfolio, ranked #169.

Impact Partnership Wealth first reported a position in SPYG in Q2 2023 and has held it in 6 quarters since. The position peaked at $900K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Impact Partnership Wealth held 6,302 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $617K as of Q1 2026.
Impact Partnership Wealth sold 2,131 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $222K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Impact Partnership Wealth's portfolio in Q1 2026, its #169 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $900K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.