MFWP
SPYG icon

Mosaic Family Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mosaic Family Wealth Partners’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 		$1.21M Buy
12,406
+147
+1% +$15.3K 0.12% 100
2025
Q4 		$1.31M Buy
12,259
+1,696
+16% +$180K 0.14% 82
2025
Q3 		$1.1M Buy
10,563
+401
+4% +$39.9K 0.13% 80
2025
Q2 		$969K Sell
10,162
-1,687
-14% -$145K 0.12% 85
2025
Q1 		$952K Buy
11,849
+1,474
+14% +$129K 0.14% 81
2024
Q4 		$912K Buy
10,375
+146
+1% +$12.6K 0.13% 87
2024
Q3 		$848K Buy
10,229
+449
+5% +$35.9K 0.13% 85
2024
Q2 		$784K Sell
9,780
-25
-0.3% -$1.87K 0.13% 88
2024
Q1 		$717K Buy
9,805
+326
+3% +$22.7K 0.12% 92
2023
Q4 		$617K Buy
9,479
+34
+0.4% +$2.1K 0.11% 97
2023
Q3 		$560K Sell
9,445
-32
-0.3% -$1.96K 0.11% 96
2023
Q2 		$578K Sell
9,477
-260
-3% -$14.9K 0.11% 96
2023
Q1 		$539K Sell
9,737
-5,259
-35% -$278K 0.11% 101
2022
Q4 		$760K Buy
+14,996
New +$780K 0.21% 71

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

Mosaic Family Wealth Partners's SPYG Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q1 2026, buying an estimated $15.3K and bringing the position to 12,406 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #100.

Mosaic Family Wealth Partners first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Mosaic Family Wealth Partners held 12,406 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.21M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 147 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $15.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Mosaic Family Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.31M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.