Retirement Solution’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Retirement Solution’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	$273K	Buy	2,788 +4	+0.1%	+$417	0.06%	40
2025 Q4	$297K	Buy	2,784 +4	+0.1%	+$424	0.07%	39
2025 Q3	$291K	Buy	2,780 +4	+0.1%	+$398	0.07%	28
2025 Q2	$265K	Buy	+2,776	New	+$238K	0.07%	28
2025 Q1	–	Sell	-2,772	Closed	-$244K	–	53
2024 Q4	$244K	Sell	2,772 -1,595	-37%	-$138K	0.06%	35
2024 Q3	$362K	Buy	4,367 +207	+5%	+$16.5K	0.09%	38
2024 Q2	$333K	Buy	4,160 +33	+0.8%	+$2.46K	0.09%	30
2024 Q1	$302K	Buy	4,127 +6	+0.1%	+$418	0.08%	32
2023 Q4	$268K	Buy	4,121 +13	+0.3%	+$802	0.08%	34
2023 Q3	$244K	Buy	4,108 +108	+3%	+$6.62K	0.08%	34
2023 Q2	$244K	Buy	4,000 +12	+0.3%	+$687	0.08%	40
2023 Q1	$221K	Buy	3,988 +14	+0.4%	+$741	0.08%	39
2022 Q4	$201K	Buy	+3,974	New	+$207K	0.11%	25

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

Retirement Solution's SPYG Position: Q1 2026 in Review

Retirement Solution increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.14% in Q1 2026, buying an estimated $417 and bringing the position to 2,788 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #40.

Retirement Solution first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $362K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Retirement Solution held 2,788 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $273K as of Q1 2026.
Retirement Solution bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $417.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Retirement Solution's portfolio in Q1 2026, its #40 holding.
Retirement Solution first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Retirement Solution's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $362K in Q3 2024.
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 Solution's 13F filing for Q1 2026, filed 11 May 2026.