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SPYG icon

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

Stone Summit Wealth’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 		$5.65M Buy
57,749
+5,242
+10% +$546K 1.57% 17
2025
Q4 		$5.6M Buy
52,507
+5,910
+13% +$627K 1.52% 16
2025
Q3 		$4.87M Sell
46,597
-2,033
-4% -$202K 1.38% 21
2025
Q2 		$4.64M Buy
48,630
+26,163
+116% +$2.24M 1.44% 19
2025
Q1 		$1.81M Buy
22,467
+1,150
+5% +$100K 0.61% 54
2024
Q4 		$1.87M Buy
21,317
+814
+4% +$70.3K 0.63% 53
2024
Q3 		$1.7M Buy
20,503
+2,553
+14% +$204K 0.55% 57
2024
Q2 		$1.44M Buy
17,950
+736
+4% +$55K 0.52% 58
2024
Q1 		$1.26M Buy
17,214
+568
+3% +$39.5K 0.44% 67
2023
Q4 		$1.08M Sell
16,646
-508
-3% -$31.3K 0.42% 71
2023
Q3 		$1.02M Sell
17,154
-278
-2% -$17K 0.44% 69
2023
Q2 		$1.06M Sell
17,432
-3,826
-18% -$219K 0.44% 67
2023
Q1 		$1.18M Sell
21,258
-4,186
-16% -$222K 0.52% 63
2022
Q4 		$1.29M Buy
25,444
+106
+0.4% +$5.51K 0.63% 55
2022
Q3 		$1.27M Buy
25,338
+885
+4% +$49.8K 0.78% 48
2022
Q2 		$1.28M Buy
24,453
+2,456
+11% +$141K 0.76% 49
2022
Q1 		$1.45M Sell
21,997
-337
-2% -$21.9K 0.81% 41
2021
Q4 		$1.61M Buy
+22,334
New +$1.56M 1.31% 30

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

Stone Summit Wealth's SPYG Position: Q1 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q1 2026, buying an estimated $546K and bringing the position to 57,749 shares worth $5.65M. The position accounts for 1.57% of the portfolio, ranked #17.

Stone Summit Wealth first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stone Summit Wealth held 57,749 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.65M as of Q1 2026.
  • Stone Summit Wealth bought 5,242 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $546K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.57% of Stone Summit Wealth's portfolio in Q1 2026, its #17 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.