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
Q2 		$569K Sell
4,782
-63,636
-93% -$7.28M 0.34% 44
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Wealth Management's SPYG Position: Q2 2026 in Review

Jackson Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 93% in Q2 2026, selling an estimated $7.28M and leaving 4,782 shares worth $569K. The position accounts for 0.34% of the portfolio, ranked #44.

Jackson Wealth Management first reported a position in SPYG in Q4 2017 and has held it in 16 quarters since. The position peaked at $16.6M in Q4 2019. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Jackson Wealth Management held 4,782 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $569K as of Q2 2026.
  • Jackson Wealth Management sold 63,636 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $7.28M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.34% of Jackson Wealth Management's portfolio in Q2 2026, its #44 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 16 quarters since.
  • Jackson Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.6M in Q4 2019.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.