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

RMR Wealth Builders’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	$426K	Sell	4,355 -1,505	-26%	-$157K	0.03%	194
2025 Q4	$625K	Buy	5,860 +1,554	+36%	+$165K	0.05%	155
2025 Q3	$450K	Buy	4,306 +2	+0%	+$199	0.04%	180
2025 Q2	$410K	Buy	4,304 +402	+10%	+$34.5K	0.04%	183
2025 Q1	$314K	Sell	3,902 -628	-14%	-$54.8K	0.03%	198
2024 Q4	$398K	Sell	4,530 -417	-8%	-$36K	0.04%	175
2024 Q3	$410K	Sell	4,947 -873	-15%	-$69.8K	0.04%	174
2024 Q2	$466K	Buy	5,820 +3	+0.1%	+$224	0.05%	154
2024 Q1	$426K	Buy	+5,817	New	+$405K	0.05%	167

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

RMR Wealth Builders's SPYG Position: Q1 2026 in Review

RMR Wealth Builders reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q1 2026, selling an estimated $157K and leaving 4,355 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #194.

RMR Wealth Builders first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $625K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

RMR Wealth Builders held 4,355 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $426K as of Q1 2026.
RMR Wealth Builders sold 1,505 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $157K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of RMR Wealth Builders's portfolio in Q1 2026, its #194 holding.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
RMR Wealth Builders's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $625K 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 RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.