Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Tennessee Valley Asset Management Partners’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	$1.17M	Sell	11,920 -581	-5%	-$60.5K	0.15%	76
2025 Q4	$1.33M	Sell	12,501 -565	-4%	-$59.9K	0.17%	69
2025 Q3	$1.37M	Buy	13,066 +1,958	+18%	+$195K	0.19%	69
2025 Q2	$1.06M	Buy	11,108 +2,631	+31%	+$226K	0.27%	35
2025 Q1	$681K	Buy	8,477 +2,480	+41%	+$216K	0.11%	84
2024 Q4	$527K	Sell	5,997 -880	-13%	-$76K	0.09%	90
2024 Q3	$570K	Buy	6,877 +549	+9%	+$43.9K	0.09%	88
2024 Q2	$507K	Sell	6,328 -324	-5%	-$24.2K	0.1%	88
2024 Q1	$487K	Sell	6,652 -4,922	-43%	-$343K	0.12%	76
2023 Q4	$753K	Buy	+11,574	New	+$714K	0.1%	88
2022 Q3	–	Sell	-4,875	Closed	-$255K	–	104
2022 Q2	$255K	Buy	+4,875	New	+$280K	0.1%	74
2021 Q2	–	Sell	-4,380	Closed	-$247K	–	94
2021 Q1	$247K	Hold	4,380	–	–	0.06%	101
2020 Q4	$242K	Buy	+4,380	New	+$230K	0.06%	100

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

Tennessee Valley Asset Management Partners's SPYG Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.6% in Q1 2026, selling an estimated $60.5K and leaving 11,920 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #76.

Tennessee Valley Asset Management Partners first reported a position in SPYG in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Tennessee Valley Asset Management Partners held 11,920 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.17M as of Q1 2026.
Tennessee Valley Asset Management Partners sold 581 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $60.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #76 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 13 quarters since.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.37M in Q3 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.