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

Montz Harcus 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	$592K	Buy	6,046 +2,188	+57%	+$228K	0.24%	46
2025 Q4	$412K	Buy	3,858 +485	+14%	+$51.4K	0.17%	53
2025 Q3	$353K	Buy	3,373 +380	+13%	+$37.8K	0.15%	59
2025 Q2	$285K	Buy	+2,993	New	+$257K	0.14%	63

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

Montz Harcus Wealth Management's SPYG Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 57% in Q1 2026, buying an estimated $228K and bringing the position to 6,046 shares worth $592K. The position accounts for 0.24% of the portfolio, ranked #46.

Montz Harcus Wealth Management 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.

Montz Harcus Wealth Management held 6,046 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $592K as of Q1 2026.
Montz Harcus Wealth Management bought 2,188 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $228K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #46 holding.
Montz Harcus Wealth Management 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 Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.