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Redwood Financial Network’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Redwood Financial Network’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 		$645K Buy
6,587
+581
+10% +$60.5K 0.42% 65
2025
Q4 		$641K Sell
6,006
-230
-4% -$24.4K 0.41% 70
2025
Q3 		$652K Sell
6,236
-715
-10% -$71.2K 0.41% 66
2025
Q2 		$663K Sell
6,951
-40
-0.6% -$3.43K 0.45% 59
2025
Q1 		$562K Sell
6,991
-195
-3% -$17K 0.43% 71
2024
Q4 		$632K Sell
7,186
-210
-3% -$18.1K 0.47% 60
2024
Q3 		$613K Sell
7,396
-116
-2% -$9.27K 0.48% 61
2024
Q2 		$602K Sell
7,512
-834
-10% -$62.3K 0.51% 60
2024
Q1 		$611K Sell
8,346
-528
-6% -$36.8K 0.53% 55
2023
Q4 		$577K Sell
8,874
-1,573
-15% -$97K 0.56% 56
2023
Q3 		$619K Sell
10,447
-5,367
-34% -$329K 0.66% 46
2023
Q2 		$965K Sell
15,814
-1,287
-8% -$73.7K 0.9% 28
2023
Q1 		$947K Sell
17,101
-435
-2% -$23K 0.96% 25
2022
Q4 		$889K Buy
17,536
+735
+4% +$38.2K 1.01% 26
2022
Q3 		$842K Buy
16,801
+371
+2% +$20.9K 0.96% 30
2022
Q2 		$859K Buy
16,430
+544
+3% +$31.2K 0.94% 34
2022
Q1 		$1.05M Buy
+15,886
New +$1.03M 0.98% 32

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

Redwood Financial Network's SPYG Position: Q1 2026 in Review

Redwood Financial Network increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.7% in Q1 2026, buying an estimated $60.5K and bringing the position to 6,587 shares worth $645K. The position accounts for 0.42% of the portfolio, ranked #65.

Redwood Financial Network first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2022. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Redwood Financial Network held 6,587 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $645K as of Q1 2026.
  • Redwood Financial Network bought 581 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $60.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.42% of Redwood Financial Network's portfolio in Q1 2026, its #65 holding.
  • Redwood Financial Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.05M in Q1 2022.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.