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

Oregon Pacific 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	$721K	Buy	7,364 +609	+9%	+$63.4K	0.75%	35
2025 Q4	$721K	Buy	6,755 +2,608	+63%	+$276K	0.74%	30
2025 Q3	$433K	Buy	4,147 +1,123	+37%	+$112K	0.37%	65
2025 Q2	$288K	Buy	+3,024	New	+$259K	0.27%	98

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

Oregon Pacific Wealth Management's SPYG Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q1 2026, buying an estimated $63.4K and bringing the position to 7,364 shares worth $721K. The position accounts for 0.75% of the portfolio, ranked #35.

Oregon Pacific Wealth Management first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Oregon Pacific Wealth Management held 7,364 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $721K as of Q1 2026.
Oregon Pacific Wealth Management bought 609 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $63.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.75% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #35 holding.
Oregon Pacific 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.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.