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

ORG 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	$293K	Buy	2,996 +362	+14%	+$37.7K	0.06%	180
2025 Q4	$281K	Sell	2,634 -44	-2%	-$4.66K	0.07%	168
2025 Q3	$280K	Hold	2,678	–	–	0.06%	172
2025 Q2	$253K	Sell	2,678 -40	-1%	-$3.43K	0.06%	164
2025 Q1	$220K	Buy	2,718 +2,584	+1,928%	+$226K	0.07%	180
2024 Q4	$11.8K	Sell	134 -34	-20%	-$2.94K	﹤0.01%	368
2024 Q3	$13.9K	Buy	+168	New	+$13.4K	﹤0.01%	355

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

ORG Wealth Partners's SPYG Position: Q1 2026 in Review

ORG Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q1 2026, buying an estimated $37.7K and bringing the position to 2,996 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #180.

ORG Wealth Partners first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

ORG Wealth Partners held 2,996 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $293K as of Q1 2026.
ORG Wealth Partners bought 362 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $37.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of ORG Wealth Partners's portfolio in Q1 2026, its #180 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 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 ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.