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

Quotient 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	$360M	Sell	3,681,880 -6,345	-0.2%	-$661K	9.49%	2
2025 Q4	$394M	Buy	3,688,225 +159,725	+5%	+$16.9M	10.47%	2
2025 Q3	$369M	Sell	3,528,500 -97,669	-3%	-$9.73M	10.1%	2
2025 Q2	$346M	Buy	3,626,169 +14,055	+0.4%	+$1.2M	10.17%	2
2025 Q1	$290M	Buy	3,612,114 +138,358	+4%	+$12.1M	9.27%	2
2024 Q4	$305M	Buy	3,473,756 +32,303	+0.9%	+$2.79M	9.99%	2
2024 Q3	$285M	Buy	3,441,453 +100,502	+3%	+$8.03M	9.38%	2
2024 Q2	$268M	Sell	3,340,951 -112,589	-3%	-$8.41M	9.37%	2
2024 Q1	$253M	Buy	3,453,540 +621,142	+22%	+$43.2M	9.02%	2
2023 Q4	$184M	Buy	+2,832,398	New	+$175M	7.15%	2

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

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

Quotient Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.17% in Q1 2026, selling an estimated $661K and leaving 3,681,880 shares worth $360M. The position accounts for 9.49% of the portfolio, ranked #2.

Quotient Wealth Partners first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $394M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Quotient Wealth Partners held 3,681,880 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $360M as of Q1 2026.
Quotient Wealth Partners sold 6,345 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $661K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.49% of Quotient Wealth Partners's portfolio in Q1 2026, its #2 holding.
Quotient Wealth Partners 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.
Quotient Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $394M in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.