MSFP
SPYG icon

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

Mark Sheptoff Financial Planning’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 		$15.7K Hold
138
– – 0.01% 298
2025
Q4 		$14.7K Hold
138
– – 0.01% 310
2025
Q3 		$14.4K Hold
138
– – 0.01% 308
2025
Q2 		$13.2K Buy
+138
New +$11.8K 0.01% 311

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

Mark Sheptoff Financial Planning's SPYG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 138 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Mark Sheptoff Financial Planning first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 138 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #298 holding.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 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 Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.