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

JMN Financial’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	$681K	Buy	5,723 +1	+0%	+$114	0.53%	45
2026 Q1	$560K	Hold	5,722	–	–	0.55%	45
2025 Q4	$611K	Buy	+5,722	New	+$607K	0.61%	35

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JMN Financial's SPYG Position: Q2 2026 in Review

JMN Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.02% in Q2 2026, buying an estimated $114 and bringing the position to 5,723 shares worth $681K. The position accounts for 0.53% of the portfolio, ranked #45.

JMN Financial first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,358 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

JMN Financial held 5,723 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $681K as of Q2 2026.
JMN Financial bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.53% of JMN Financial's portfolio in Q2 2026, its #45 holding.
JMN Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,358 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.