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

Rockline 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	$393K	Sell	4,018 -282	-7%	-$29.4K	0.09%	73
2025 Q4	$459K	Sell	4,300 -720	-14%	-$76.3K	0.09%	67
2025 Q3	$525K	Sell	5,020 -189	-4%	-$18.8K	0.11%	64
2025 Q2	$497K	Buy	5,209 +63	+1%	+$5.4K	0.12%	65
2025 Q1	$414K	Buy	5,146 +162	+3%	+$14.1K	0.12%	68
2024 Q4	$438K	Buy	4,984 +507	+11%	+$43.8K	0.12%	71
2024 Q3	$371K	Buy	4,477 +868	+24%	+$69.4K	0.1%	76
2024 Q2	$289K	Buy	+3,609	New	+$270K	0.09%	82

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

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

Rockline Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q1 2026, selling an estimated $29.4K and leaving 4,018 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #73.

Rockline Wealth Management first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $525K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Rockline Wealth Management held 4,018 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $393K as of Q1 2026.
Rockline Wealth Management sold 282 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $29.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Rockline Wealth Management's portfolio in Q1 2026, its #73 holding.
Rockline Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Rockline Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $525K in Q3 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 Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.