Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Leicht Financial Planning & Wealth 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 Q1	$49.4M	Buy	504,886 +2,033	+0.4%	+$212K	22.42%	1
2025 Q4	$53.7M	Sell	502,853 -62,058	-11%	-$6.58M	24%	1
2025 Q3	$59M	Sell	564,911 -7,050	-1%	-$702K	26.62%	1
2025 Q2	$54.5M	Buy	571,961 +30,477	+6%	+$2.61M	25.9%	1
2025 Q1	$43.5M	Buy	541,484 +17,005	+3%	+$1.48M	22.76%	1
2024 Q4	$46.1M	Sell	524,479 -9,379	-2%	-$810K	23.59%	1
2024 Q3	$44.3M	Buy	533,858 +2,315	+0.4%	+$185K	22.29%	1
2024 Q2	$42.6M	Buy	531,543 +18,481	+4%	+$1.38M	22.68%	1
2024 Q1	$37.5M	Sell	513,062 -97,743	-16%	-$6.8M	20.57%	1
2023 Q4	$39.7M	Buy	610,805 +116,342	+24%	+$7.17M	22.79%	1
2023 Q3	$29.3M	Sell	494,463 -5,049	-1%	-$309K	18.09%	1
2023 Q2	$30.5M	Buy	499,512 +161,544	+48%	+$9.25M	18.41%	1
2023 Q1	$18.7M	Buy	337,968 +46,193	+16%	+$2.45M	11.52%	4
2022 Q4	$14.8M	Buy	291,775 +4,584	+2%	+$239K	9.92%	2
2022 Q3	$14.4M	Buy	287,191 +26,153	+10%	+$1.47M	10.29%	2
2022 Q2	$13.6M	Buy	261,038 +21,008	+9%	+$1.2M	9.24%	2
2022 Q1	$15.9M	Buy	240,030 +2,243	+0.9%	+$146K	9.46%	2
2021 Q4	$17.2M	Buy	237,787 +4,904	+2%	+$342K	9.83%	4
2021 Q3	$15.4M	Buy	232,883 +103,062	+79%	+$6.81M	9.26%	3
2021 Q2	$8.39M	Sell	129,821 -97,597	-43%	-$5.85M	5.1%	6
2021 Q1	$12.8M	Buy	227,418 +13,199	+6%	+$739K	8.3%	3
2020 Q4	$11.8M	Buy	214,219 +11,467	+6%	+$603K	8.03%	4
2020 Q3	$10.2M	Buy	202,752 +69,668	+52%	+$3.41M	7.55%	4
2020 Q2	$5.96M	Buy	+133,084	New	+$5.53M	4.74%	9

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPYG Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.4% in Q1 2026, buying an estimated $212K and bringing the position to 504,886 shares worth $49.4M. The position accounts for 22.42% of the portfolio, ranked #1.

Leicht Financial Planning & Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $59M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Leicht Financial Planning & Wealth Management held 504,886 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49.4M as of Q1 2026.
Leicht Financial Planning & Wealth Management bought 2,033 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $212K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 22.42% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #1 holding.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $59M in Q3 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.