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

RBA 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	$414K	Buy	4,226 +116	+3%	+$12.1K	0.15%	71
2025 Q4	$439K	Buy	4,110 +105	+3%	+$11.1K	0.15%	69
2025 Q3	$419K	Buy	4,005 +90	+2%	+$8.96K	0.14%	70
2025 Q2	$373K	Buy	3,915 +53	+1%	+$4.54K	0.14%	75
2025 Q1	$310K	Buy	3,862 +209	+6%	+$18.2K	0.12%	77
2024 Q4	$321K	Buy	3,653 +292	+9%	+$25.2K	0.12%	75
2024 Q3	$279K	Sell	3,361 -1	-0%	-$80	0.11%	76
2024 Q2	$269K	Buy	3,362 +46	+1%	+$3.44K	0.11%	79
2024 Q1	$243K	Buy	3,316 +61	+2%	+$4.25K	0.1%	83
2023 Q4	$212K	Buy	+3,255	New	+$201K	0.09%	88
2022 Q2	–	Sell	-3,251	Closed	-$215K	–	102
2022 Q1	$215K	Hold	3,251	–	–	0.1%	98
2021 Q4	$236K	Buy	+3,251	New	+$227K	0.11%	99
2021 Q1	–	Sell	-5,095	Closed	-$282K	–	259
2020 Q4	$282K	Hold	5,095	–	–	0.17%	88
2020 Q3	$255K	Sell	5,095 -800	-14%	-$39.2K	0.17%	90
2020 Q2	$265K	Hold	5,895	–	–	0.19%	87
2020 Q1	$211K	Hold	5,895	–	–	0.18%	91
2019 Q4	$247K	Buy	5,895 +1	+0%	+$40	0.17%	92
2019 Q3	$229K	Buy	5,894 +214	+4%	+$8.36K	0.17%	87
2019 Q2	$220K	Hold	5,680	–	–	0.17%	81
2019 Q1	$215K	Buy	+5,680	New	+$201K	0.17%	76

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

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

RBA Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,226 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #71.

RBA Wealth Management first reported a position in SPYG in Q1 2019 and has held it in 20 quarters since. The position peaked at $439K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

RBA Wealth Management held 4,226 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $414K as of Q1 2026.
RBA Wealth Management bought 116 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $12.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of RBA Wealth Management's portfolio in Q1 2026, its #71 holding.
RBA Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 20 quarters since.
RBA Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $439K in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.