JSW
SPYG icon

Journey Strategic Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Journey Strategic Wealth’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 		$1.01M Sell
10,360
-334
-3% -$34.8K 0.03% 183
2025
Q4 		$1.14M Sell
10,694
-91
-0.8% -$9.65K 0.03% 154
2025
Q3 		$1.13M Sell
10,785
-9,613
-47% -$957K 0.03% 154
2025
Q2 		$1.94M Sell
20,398
-2,111
-9% -$181K 0.06% 97
2025
Q1 		$1.81M Sell
22,509
-6,946
-24% -$606K 0.06% 83
2024
Q4 		$2.59M Sell
29,455
-11,338
-28% -$980K 0.1% 57
2024
Q3 		$3.38M Buy
+40,793
New +$3.26M 0.12% 46

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

Journey Strategic Wealth's SPYG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.1% in Q1 2026, selling an estimated $34.8K and leaving 10,360 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #183.

Journey Strategic Wealth first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q3 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Journey Strategic Wealth held 10,360 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.01M as of Q1 2026.
  • Journey Strategic Wealth sold 334 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $34.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #183 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.38M in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.