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

Quaker 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	$24.7K	Sell	252 -50	-17%	-$5.21K	0.01%	237
2025 Q4	$32.2K	Buy	302 +1	+0.3%	+$106	0.01%	210
2025 Q3	$31.5K	Hold	301	–	–	0.01%	206
2025 Q2	$28.7K	Buy	+301	New	+$25.8K	0.01%	219
2020 Q1	–	Sell	-18,164	Closed	-$761K	–	52
2019 Q4	$761K	Buy	+18,164	New	+$728K	0.45%	30

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

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

Quaker Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q1 2026, selling an estimated $5.21K and leaving 252 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #237.

Quaker Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 5 quarters since. The position peaked at $761K in Q4 2019. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Quaker Wealth Management held 252 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.7K as of Q1 2026.
Quaker Wealth Management sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.21K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #237 holding.
Quaker Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 5 quarters since.
Quaker Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $761K in Q4 2019.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.