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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Journey Retirement Planning & Investment 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 		$8.86M Buy
74,429
+3,920
+6% +$448K 6.9% 1
2026
Q1 		$6.9M Sell
70,509
-270,571
-79% -$28.2M 6.08% 1
2025
Q4 		$36.4M Buy
+341,080
New +$36.2M 7.47% 1

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPYG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.6% in Q2 2026, buying an estimated $448K and bringing the position to 74,429 shares worth $8.86M. The position accounts for 6.9% of the portfolio, ranked #1.

Journey Retirement Planning & Investment Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.4M in Q4 2025. 819 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 74,429 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.86M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 3,920 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $448K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.9% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #1 holding.
  • Journey Retirement Planning & Investment Management 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.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $36.4M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.