Stonebridge Financial Planning Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stonebridge Financial Planning Group’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	$1.47M	Sell	14,970 -1,320	-8%	-$137K	0.54%	59
2025 Q4	$1.74M	Sell	16,290 -91	-0.6%	-$9.65K	0.63%	51
2025 Q3	$1.71M	Buy	16,381 +967	+6%	+$96.3K	0.64%	51
2025 Q2	$1.47M	Sell	15,414 -785	-5%	-$67.3K	0.61%	54
2025 Q1	$1.3M	Sell	16,199 -1,075	-6%	-$93.8K	0.59%	53
2024 Q4	$1.52M	Sell	17,274 -953	-5%	-$82.3K	0.68%	45
2024 Q3	$1.51M	Sell	18,227 -286	-2%	-$22.9K	0.72%	43
2024 Q2	$1.48M	Sell	18,513 -1,179	-6%	-$88.1K	0.75%	40
2024 Q1	$1.44M	Sell	19,692 -404	-2%	-$28.1K	0.76%	40
2023 Q4	$1.31M	Buy	20,096 +2,326	+13%	+$143K	0.75%	40
2023 Q3	$1.05M	Sell	17,770 -2,306	-11%	-$141K	0.68%	43
2023 Q2	$1.22M	Sell	20,076 -172	-0.8%	-$9.85K	0.75%	43
2023 Q1	$1.12M	Sell	20,248 -1,799	-8%	-$95.3K	0.72%	45
2022 Q4	$1.12M	Buy	22,047 +3,210	+17%	+$167K	0.74%	45
2022 Q3	$944K	Buy	18,837 +9,076	+93%	+$511K	0.66%	50
2022 Q2	$510K	Buy	+9,761	New	+$560K	0.35%	67

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

Stonebridge Financial Planning Group's SPYG Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.1% in Q1 2026, selling an estimated $137K and leaving 14,970 shares worth $1.47M. The position accounts for 0.54% of the portfolio, ranked #59.

Stonebridge Financial Planning Group first reported a position in SPYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Stonebridge Financial Planning Group held 14,970 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.47M as of Q1 2026.
Stonebridge Financial Planning Group sold 1,320 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $137K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.54% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #59 holding.
Stonebridge Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Stonebridge Financial Planning Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.74M 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 Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.