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

Mowery & Schoenfeld 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	$20.7K	Hold	211	–	–	0.03%	175
2025 Q4	$22.5K	Buy	+211	New	+$22.4K	0.03%	184

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

Mowery & Schoenfeld Wealth Management's SPYG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 211 shares worth $20.7K. The position accounts for 0.03% of the portfolio, ranked #175.

Mowery & Schoenfeld Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.7K as of Q1 2026.
Mowery & Schoenfeld Wealth Management 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 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #175 holding.
Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
Mowery & Schoenfeld Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $22.5K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.