PIFP
SPYG icon

Partners in Financial Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Partners in Financial Planning’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 		$4.19M Sell
42,827
-102
-0.2% -$10.6K 0.7% 19
2025
Q4 		$4.58M Buy
42,929
+148
+0.3% +$15.7K 0.78% 19
2025
Q3 		$4.47M Sell
42,781
-464
-1% -$46.2K 0.77% 19
2025
Q2 		$4.12M Buy
43,245
+11,490
+36% +$985K 0.76% 19
2025
Q1 		$2.55M Sell
31,755
-804
-2% -$70.2K 0.51% 24
2024
Q4 		$2.86M Sell
32,559
-50
-0.2% -$4.32K 0.58% 22
2024
Q3 		$2.7M Sell
32,609
-1,750
-5% -$140K 0.55% 24
2024
Q2 		$2.75M Sell
34,359
-1,989
-5% -$149K 0.6% 23
2024
Q1 		$2.66M Sell
36,348
-202
-0.6% -$14.1K 0.59% 25
2023
Q4 		$2.38M Sell
36,550
-968
-3% -$59.7K 0.56% 24
2023
Q3 		$2.22M Sell
37,518
-985
-3% -$60.3K 0.57% 27
2023
Q2 		$2.35M Sell
38,503
-3,297
-8% -$189K 0.6% 26
2023
Q1 		$2.31M Sell
41,800
-84
-0.2% -$4.45K 0.61% 26
2022
Q4 		$2.1M Buy
41,884
+29,727
+245% +$1.55M 0.58% 26
2022
Q3 		$649K Sell
12,157
-1,432
-11% -$80.6K 0.19% 49
2022
Q2 		$781K Buy
13,589
+129
+1% +$7.4K 0.25% 41
2022
Q1 		$807K Buy
13,460
+3,368
+33% +$219K 0.25% 40
2021
Q4 		$645K Buy
10,092
+2,195
+28% +$153K 0.2% 44
2021
Q3 		$506K Buy
7,897
+9
+0.1% +$594 0.16% 48
2021
Q2 		$497K Buy
+7,888
New +$473K 0.16% 48

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

Partners in Financial Planning's SPYG Position: Q1 2026 in Review

Partners in Financial Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.24% in Q1 2026, selling an estimated $10.6K and leaving 42,827 shares worth $4.19M. The position accounts for 0.7% of the portfolio, ranked #19.

Partners in Financial Planning first reported a position in SPYG in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.58M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Partners in Financial Planning held 42,827 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.19M as of Q1 2026.
  • Partners in Financial Planning sold 102 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.7% of Partners in Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.58M 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 Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.