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

SilverOak 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	$62.4M	Buy	637,452 +17,491	+3%	+$1.82M	9.87%	4
2025 Q4	$66.1M	Buy	619,961 +800	+0.1%	+$84.8K	10.37%	4
2025 Q3	$64.7M	Buy	619,161 +28,118	+5%	+$2.8M	10.92%	4
2025 Q2	$56.3M	Buy	591,043 +17,343	+3%	+$1.49M	10.57%	4
2025 Q1	$46.1M	Buy	573,700 +32,244	+6%	+$2.81M	9.97%	4
2024 Q4	$47.6M	Buy	541,456 +29,047	+6%	+$2.51M	10.24%	4
2024 Q3	$42.5M	Buy	512,409 +14,019	+3%	+$1.12M	9.53%	4
2024 Q2	$39.9M	Buy	498,390 +4,854	+1%	+$363K	9.59%	4
2024 Q1	$36.1M	Buy	493,536 +7,131	+1%	+$496K	8.97%	4
2023 Q4	$31.6M	Buy	+486,405	New	+$30M	8.55%	5

Other funds holding SPYG

LPL Financial San Diego, California $376B 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 New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return