Investment Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Investment Partners’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	–	Sell	-2,980	Closed	-$318K	–	156
2025 Q4	$318K	Hold	2,980	–	–	0.11%	126
2025 Q3	$311K	Hold	2,980	–	–	0.11%	128
2025 Q2	$284K	Hold	2,980	–	–	0.11%	135
2025 Q1	$240K	Hold	2,980	–	–	0.1%	140
2024 Q4	$262K	Hold	2,980	–	–	0.11%	133
2024 Q3	$247K	Hold	2,980	–	–	0.1%	135
2024 Q2	$239K	Hold	2,980	–	–	0.11%	130
2024 Q1	$218K	Buy	+2,980	New	+$207K	0.1%	133
2022 Q2	–	Sell	-3,140	Closed	-$208K	–	162
2022 Q1	$208K	Buy	3,140 +120	+4%	+$7.81K	0.09%	164
2021 Q4	$219K	Sell	3,020 -294	-9%	-$20.5K	0.09%	162
2021 Q3	$212K	Sell	3,314 -149	-4%	-$9.84K	0.1%	158
2021 Q2	$218K	Buy	+3,463	New	+$208K	0.1%	158

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

Investment Partners's SPYG Position: Q1 2026 in Review

Investment Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 2,980 shares — an estimated $318K sold.

Investment Partners first reported a position in SPYG in Q2 2021 and held it in 12 quarters. The position peaked at $318K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Investment Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Investment Partners sold 2,980 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $318K.
Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and held it in 12 quarters.
Investment Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $318K 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 Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.