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SPYG icon

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

Leo Wealth LLC’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 		$486K Buy
4,963
+1,658
+50% +$173K 0.04% 276
2025
Q4 		$353K Buy
+3,305
New +$350K 0.03% 318
2025
Q3 		– Sell
-3,090
Closed -$295K – 380
2025
Q2 		$295K Buy
+3,090
New +$265K 0.02% 316
2025
Q1 		– Sell
-3,374
Closed -$297K – 361
2024
Q4 		$297K Sell
3,374
-131
-4% -$11.3K 0.03% 292
2024
Q3 		$291K Buy
+3,505
New +$280K 0.03% 284

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

Leo Wealth LLC's SPYG Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 50% in Q1 2026, buying an estimated $173K and bringing the position to 4,963 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #276.

Leo Wealth LLC first reported a position in SPYG in Q3 2024 and has held it in 5 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Leo Wealth LLC held 4,963 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $486K as of Q1 2026.
  • Leo Wealth LLC bought 1,658 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $173K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #276 holding.
  • Leo Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.