JGIA
SPYG icon

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

Jackson Grant Investment Advisers’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 		$1.39M Buy
14,201
+15
+0.1% +$1.56K 0.46% 40
2025
Q4 		$1.51M Buy
14,186
+449
+3% +$47.6K 0.5% 36
2025
Q3 		$1.44M Buy
13,737
+15
+0.1% +$1.49K 0.48% 38
2025
Q2 		$1.31M Buy
13,722
+25
+0.2% +$2.14K 0.48% 38
2025
Q1 		$1.1M Buy
13,697
+194
+1% +$16.9K 0.43% 38
2024
Q4 		$1.19M Buy
13,503
+21
+0.2% +$1.81K 0.46% 39
2024
Q3 		$1.12M Buy
13,482
+16
+0.1% +$1.28K 0.42% 39
2024
Q2 		$1.08M Buy
13,466
+17
+0.1% +$1.27K 0.44% 39
2024
Q1 		$984K Buy
13,449
+15
+0.1% +$1.04K 0.4% 41
2023
Q4 		$874K Sell
13,434
-150
-1% -$9.25K 0.39% 42
2023
Q3 		$805K Buy
13,584
+2,767
+26% +$169K 0.39% 43
2023
Q2 		$660K Buy
10,817
+34
+0.3% +$1.95K 0.31% 53
2023
Q1 		$597K Buy
10,783
+36
+0.3% +$1.91K 0.28% 55
2022
Q4 		$545K Buy
10,747
+29
+0.3% +$1.51K 0.26% 57
2022
Q3 		$537K Buy
10,718
+27
+0.3% +$1.52K 0.28% 55
2022
Q2 		$559K Buy
10,691
+26
+0.2% +$1.49K 0.28% 55
2022
Q1 		$706K Buy
10,665
+211
+2% +$13.7K 0.3% 50
2021
Q4 		$758K Buy
10,454
+53
+0.5% +$3.7K 0.39% 39
2021
Q3 		$666K Buy
10,401
+16
+0.2% +$1.06K 0.3% 51
2021
Q2 		$654K Buy
10,385
+135
+1% +$8.1K 0.29% 51
2021
Q1 		$578K Buy
10,250
+20
+0.2% +$1.12K 0.27% 53
2020
Q4 		$566K Buy
10,230
+24
+0.2% +$1.26K 0.29% 49
2020
Q3 		$511K Buy
10,206
+23
+0.2% +$1.13K 0.31% 47
2020
Q2 		$457K Sell
10,183
-74
-0.7% -$3.07K 0.29% 50
2020
Q1 		$367K Sell
10,257
-646
-6% -$26.5K 0.27% 51
2019
Q4 		$457K Buy
10,903
+105
+1% +$4.21K 0.25% 52
2019
Q3 		$420K Buy
10,798
+329
+3% +$12.9K 0.24% 53
2019
Q2 		$405K Hold
10,469
– – 0.24% 56
2019
Q1 		$390K Sell
10,469
-1,276
-11% -$45.1K 0.23% 55
2018
Q4 		$382K Buy
11,745
+110
+0.9% +$3.84K 0.27% 53
2018
Q3 		$445K Buy
11,635
+2,025
+21% +$75.2K 0.28% 49
2018
Q2 		$338K Buy
9,610
+2,520
+36% +$87.4K 0.23% 52
2018
Q1 		$238K Buy
7,090
+2,731
+63% +$94.1K 0.17% 71
2017
Q4 		$144K Buy
4,359
+1,111
+34% +$35.9K 0.1% 93
2017
Q3 		$101K Buy
+3,248
New +$98.8K 0.07% 106

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Jackson Grant Investment Advisers's SPYG Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.11% in Q1 2026, buying an estimated $1.56K and bringing the position to 14,201 shares worth $1.39M. The position accounts for 0.46% of the portfolio, ranked #40.

Jackson Grant Investment Advisers first reported a position in SPYG in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.51M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Jackson Grant Investment Advisers held 14,201 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.39M as of Q1 2026.
  • Jackson Grant Investment Advisers bought 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.56K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.46% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #40 holding.
  • Jackson Grant Investment Advisers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and has held it in 35 quarters since.
  • Jackson Grant Investment Advisers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.51M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.