PWM
SPYG icon

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

Power 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 		$12.7M Buy
129,220
+3,242
+3% +$338K 4.71% 6
2025
Q4 		$13.4M Buy
125,978
+1,549
+1% +$164K 4.73% 6
2025
Q3 		$13M Buy
124,429
+3,663
+3% +$365K 4.73% 6
2025
Q2 		$11.5M Buy
120,766
+2,712
+2% +$232K 4.43% 6
2025
Q1 		$9.49M Buy
118,054
+11,540
+11% +$1.01M 3.84% 8
2024
Q4 		$9.36M Buy
106,514
+9,799
+10% +$847K 3.91% 5
2024
Q3 		$8.02M Buy
96,715
+17,887
+23% +$1.43M 3.43% 9
2024
Q2 		$6.32M Buy
78,828
+55,617
+240% +$4.15M 3.02% 10
2024
Q1 		$1.7M Buy
23,211
+3,282
+16% +$228K 1.07% 22
2023
Q4 		$1.3M Buy
+19,929
New +$1.23M 0.9% 26

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

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

Power Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q1 2026, buying an estimated $338K and bringing the position to 129,220 shares worth $12.7M. The position accounts for 4.71% of the portfolio, ranked #6.

Power Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Power Wealth Management held 129,220 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.7M as of Q1 2026.
  • Power Wealth Management bought 3,242 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $338K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.71% of Power Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Power Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.4M 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 Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.