JFG
SPYG icon

JDM Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

JDM Financial Group’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 		$4.52M Buy
46,192
+958
+2% +$99.8K 1.74% 14
2025
Q4 		$4.83M Sell
45,234
-468
-1% -$49.6K 1.87% 14
2025
Q3 		$4.78M Sell
45,702
-2,778
-6% -$277K 2% 13
2025
Q2 		$4.62M Buy
48,480
+746
+2% +$64K 2.18% 11
2025
Q1 		$3.84M Sell
47,734
-461
-1% -$40.2K 1.95% 13
2024
Q4 		$4.24M Buy
48,195
+1,534
+3% +$133K 2.2% 12
2024
Q3 		$3.87M Sell
46,661
-34,552
-43% -$2.76M 2.1% 12
2024
Q2 		$6.51M Buy
81,213
+2,131
+3% +$159K 4.4% 6
2024
Q1 		$5.78M Buy
79,082
+10,635
+16% +$740K 4.22% 7
2023
Q4 		$4.45M Buy
68,447
+118
+0.2% +$7.28K 3.69% 7
2023
Q3 		$4.05M Sell
68,329
-25
-0% -$1.53K 3.73% 7
2023
Q2 		$4.17M Buy
68,354
+177
+0.3% +$10.1K 3.62% 8
2023
Q1 		$3.77M Sell
68,177
-3,764
-5% -$199K 3.48% 8
2022
Q4 		$3.65M Buy
+71,941
New +$3.74M 3.49% 9

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

JDM Financial Group's SPYG Position: Q1 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q1 2026, buying an estimated $99.8K and bringing the position to 46,192 shares worth $4.52M. The position accounts for 1.74% of the portfolio, ranked #14.

JDM Financial Group first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.51M in Q2 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • JDM Financial Group held 46,192 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.52M as of Q1 2026.
  • JDM Financial Group bought 958 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $99.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.74% of JDM Financial Group's portfolio in Q1 2026, its #14 holding.
  • JDM Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.51M in Q2 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.