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

SHP 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 		$526K Sell
5,374
-2,074
-28% -$216K 0.04% 146
2025
Q4 		$795K Buy
+7,448
New +$790K 0.06% 100

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $9.42B AUM 17.63% 1-Year Est. Return

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

SHP Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 28% in Q1 2026, selling an estimated $216K and leaving 5,374 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #146.

SHP Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $795K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • SHP Wealth Management held 5,374 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $526K as of Q1 2026.
  • SHP Wealth Management sold 2,074 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $216K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #146 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $795K in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.