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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Retirement Planning Group (Kansas)’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 		$943K Buy
9,631
+24
+0.2% +$2.5K 0.03% 211
2025
Q4 		$1.03M Hold
9,607
– – 0.03% 188
2025
Q3 		$1M Hold
9,607
– – 0.03% 185
2025
Q2 		$916K Sell
9,607
-587
-6% -$50.3K 0.04% 155
2025
Q1 		$819K Buy
10,194
+793
+8% +$69.2K 0.04% 154
2024
Q4 		$826K Sell
9,401
-22
-0.2% -$1.9K 0.04% 142
2024
Q3 		$782K Buy
9,423
+943
+11% +$75.4K 0.04% 142
2024
Q2 		$680K Sell
8,480
-35
-0.4% -$2.61K 0.04% 135
2024
Q1 		$623K Buy
8,515
+1,285
+18% +$89.4K 0.05% 129
2023
Q4 		$470K Sell
7,230
-525
-7% -$32.4K 0.04% 117
2023
Q3 		$460K Buy
7,755
+3,127
+68% +$192K 0.05% 105
2023
Q2 		$282K Buy
+4,628
New +$265K 0.03% 134

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

Retirement Planning Group (Kansas)'s SPYG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.25% in Q1 2026, buying an estimated $2.5K and bringing the position to 9,631 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #211.

Retirement Planning Group (Kansas) first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 9,631 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $943K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 24 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #211 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Retirement Planning Group (Kansas)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.03M 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.