Planning Project LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Planning Project LLC’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
2025 Q4	$162K	Buy	+1,520	New	+$161K	0.04%	37

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Planning Project LLC's SPYG Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025: 1,520 shares worth $162K. The stake represents 0.04% of the portfolio and ranks #37 among its holdings.

1,344 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

Planning Project LLC held 1,520 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $162K as of Q4 2025.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Planning Project LLC position in Q4 2025.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Planning Project LLC's portfolio in Q4 2025, its #37 holding.
1,344 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.