JWM
SPYG icon

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

Jackson Wealth Management’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 		$6.7M Sell
68,418
-2,701
-4% -$281K 0.69% 36
2025
Q4 		$7.59M Buy
+71,119
New +$7.54M 0.74% 37
2021
Q1 		– Sell
-132,251
Closed -$7.31M – 145
2020
Q4 		$7.31M Sell
132,251
-4,402
-3% -$231K 1% 24
2020
Q3 		$6.85M Sell
136,653
-12,457
-8% -$611K 1.03% 23
2020
Q2 		$6.7M Sell
149,110
-8,150
-5% -$338K 1.19% 19
2020
Q1 		$6.58M Sell
157,260
-224,486
-59% -$9.19M 1.38% 15
2019
Q4 		$16.6M Buy
381,746
+503
+0.1% +$20.2K 2.76% 8
2019
Q3 		$14.7M Buy
381,243
+24,017
+7% +$938K 3.07% 6
2019
Q2 		$14.1M Sell
357,226
-681
-0.2% -$25.9K 3.07% 7
2019
Q1 		$13.3M Sell
357,907
-36,898
-9% -$1.3M 3.26% 6
2018
Q4 		$12.5M Buy
394,805
+78,371
+25% +$2.74M 3.74% 5
2018
Q3 		$12.1M Sell
316,434
-212
-0.1% -$7.87K 2.55% 9
2018
Q2 		$11.8M Buy
316,646
+12,425
+4% +$431K 2.75% 8
2018
Q1 		$10.2M Buy
304,221
+2,574
+0.9% +$88.7K 2.85% 7
2017
Q4 		$10.3M Buy
+301,647
New +$9.74M 2.62% 7

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 Wealth Management's SPYG Position: Q1 2026 in Review

Jackson Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q1 2026, selling an estimated $281K and leaving 68,418 shares worth $6.7M. The position accounts for 0.69% of the portfolio, ranked #36.

Jackson Wealth Management first reported a position in SPYG in Q4 2017 and has held it in 15 quarters since. The position peaked at $16.6M in Q4 2019. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Jackson Wealth Management held 68,418 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.7M as of Q1 2026.
  • Jackson Wealth Management sold 2,701 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $281K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.69% of Jackson Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 15 quarters since.
  • Jackson Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.6M in Q4 2019.
  • 1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.