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

MY 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	$1.07M	Buy	13,340 +880	+7%	+$91.6K	1.04%	16
2025 Q4	$1.33M	Hold	12,460	–	–	1.16%	22
2025 Q3	$1.3M	Hold	12,460	–	–	1.14%	20
2025 Q2	$1.19M	Sell	12,460 -880	-7%	-$75.4K	1.14%	19
2025 Q1	$1.07M	Hold	13,340	–	–	1.04%	16
2024 Q4	$1.17M	Hold	13,340	–	–	1.17%	17
2024 Q3	$1.11M	Hold	13,340	–	–	1.12%	15
2024 Q2	$1.07M	Hold	13,340	–	–	1.22%	18
2024 Q1	$976K	Hold	13,340	–	–	1.08%	17
2023 Q4	$868K	Hold	13,340	–	–	0.82%	16
2023 Q3	$791K	Hold	13,340	–	–	0.79%	20
2023 Q2	$814K	Hold	13,340	–	–	0.74%	20
2023 Q1	$739K	Hold	13,340	–	–	0.74%	20
2022 Q4	$676K	Hold	13,340	–	–	1.03%	16
2022 Q3	$668K	Hold	13,340	–	–	0.72%	19
2022 Q2	$697K	Hold	13,340	–	–	0.75%	20
2022 Q1	$883K	Hold	13,340	–	–	0.82%	21
2021 Q4	$967K	Buy	+13,340	New	+$931K	0.85%	20

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

MY Wealth Management's SPYG Position: Q1 2026 in Review

MY Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.1% in Q1 2026, buying an estimated $91.6K and bringing the position to 13,340 shares worth $1.07M. The position accounts for 1.04% of the portfolio, ranked #16.

MY Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

MY Wealth Management held 13,340 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.07M as of Q1 2026.
MY Wealth Management bought 880 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $91.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.04% of MY Wealth Management's portfolio in Q1 2026, its #16 holding.
MY Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
MY Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.33M 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 MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.