MWM
SPYG icon

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

MGB 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
2025
Q4 		$354K Buy
3,318
+628
+23% +$66.6K 0.1% 164
2025
Q3 		$281K Buy
2,690
+18
+0.7% +$1.79K 0.08% 183
2025
Q2 		$255K Buy
2,672
+12
+0.5% +$1.03K 0.08% 187
2025
Q1 		$214K Buy
2,660
+93
+4% +$8.12K 0.08% 197
2024
Q4 		$226K Buy
2,567
+100
+4% +$8.64K 0.07% 182
2024
Q3 		$205K Buy
2,467
+12
+0.5% +$959 0.07% 186
2024
Q2 		$203K Buy
2,455
+600
+32% +$44.8K 0.08% 185
2024
Q1 		$136K Hold
1,855
– – 0.06% 196
2023
Q4 		$121K Buy
+1,855
New +$114K 0.06% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

MGB Wealth Management's SPYG Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 23% in Q4 2025, buying an estimated $66.6K and bringing the position to 3,318 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #164.

MGB Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 9 quarters since. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • MGB Wealth Management held 3,318 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $354K as of Q4 2025.
  • MGB Wealth Management bought 628 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $66.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #164 holding.
  • MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.