JFG
SPYG icon

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

Jefferies 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 		$717K Sell
7,323
-2,696
-27% -$281K ﹤0.01% 1054
2025
Q4 		$1.07M Buy
10,019
+483
+5% +$51.2K 0.01% 1041
2025
Q3 		$997K Buy
9,536
+2,978
+45% +$297K ﹤0.01% 872
2025
Q2 		$625K Buy
6,558
+609
+10% +$52.2K 0.01% 853
2025
Q1 		$478K Buy
5,949
+255
+4% +$22.3K ﹤0.01% 1058
2024
Q4 		$500K Buy
+5,694
New +$492K ﹤0.01% 1099

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

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

Jefferies Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 27% in Q1 2026, selling an estimated $281K and leaving 7,323 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Jefferies Financial Group first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Jefferies Financial Group held 7,323 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $717K as of Q1 2026.
  • Jefferies Financial Group sold 2,696 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 ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1054 holding.
  • Jefferies Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Jefferies Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.07M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.