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
Q2 		$5.73M Buy
48,164
+1,972
+4% +$225K 1.96% 14
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 $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

JDM Financial Group's SPYG Position: Q2 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q2 2026, buying an estimated $225K and bringing the position to 48,164 shares worth $5.73M. The position accounts for 1.96% of the portfolio, ranked #14.

JDM Financial Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.51M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • JDM Financial Group held 48,164 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.73M as of Q2 2026.
  • JDM Financial Group bought 1,972 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $225K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.96% of JDM Financial Group's portfolio in Q2 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 15 quarters since.
  • JDM Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.51M in Q2 2024.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.