RWM
SPYG icon

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

RKL 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 		$3.22M Sell
32,863
-1,497
-4% -$156K 0.29% 48
2025
Q4 		$3.67M Buy
34,360
+635
+2% +$67.3K 0.3% 45
2025
Q3 		$3.52M Sell
33,725
-2,533
-7% -$252K 0.3% 47
2025
Q2 		$3.46M Buy
36,258
+315
+0.9% +$27K 0.3% 48
2025
Q1 		$2.89M Buy
35,943
+6,531
+22% +$570K 0.27% 54
2024
Q4 		$2.59M Buy
29,412
+16,150
+122% +$1.4M 0.23% 59
2024
Q3 		$1.1M Buy
+13,262
New +$1.06M 0.1% 83

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

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

RKL Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.4% in Q1 2026, selling an estimated $156K and leaving 32,863 shares worth $3.22M. The position accounts for 0.29% of the portfolio, ranked #48.

RKL Wealth Management first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • RKL Wealth Management held 32,863 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.22M as of Q1 2026.
  • RKL Wealth Management sold 1,497 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.29% of RKL Wealth Management's portfolio in Q1 2026, its #48 holding.
  • RKL Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • RKL Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.67M 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 RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.