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SPYG icon

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

Tower Wealth 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 		$19.4M Buy
198,267
+1,005
+0.5% +$105K 10.73% 2
2025
Q4 		$21M Sell
197,262
-3,287
-2% -$348K 11.57% 2
2025
Q3 		$21M Sell
200,549
-1,932
-1% -$192K 11.51% 2
2025
Q2 		$19.3M Buy
202,481
+2,978
+1% +$255K 11.41% 2
2025
Q1 		$16M Sell
199,503
-2,276
-1% -$199K 8.57% 3
2024
Q4 		$17.7M Buy
201,779
+15,153
+8% +$1.31M 9.28% 2
2024
Q3 		$15.5M Sell
186,626
-444
-0.2% -$35.5K 9% 3
2024
Q2 		$15M Buy
187,070
+3,811
+2% +$285K 9.25% 2
2024
Q1 		$13.4M Buy
183,259
+2,783
+2% +$194K 8.7% 3
2023
Q4 		$11.7M Buy
+180,476
New +$11.1M 8.3% 4

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

Tower Wealth Partners's SPYG Position: Q1 2026 in Review

Tower Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.51% in Q1 2026, buying an estimated $105K and bringing the position to 198,267 shares worth $19.4M. The position accounts for 10.73% of the portfolio, ranked #2.

Tower Wealth Partners first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $21M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Tower Wealth Partners held 198,267 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.4M as of Q1 2026.
  • Tower Wealth Partners bought 1,005 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $105K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 10.73% of Tower Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Tower Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Tower Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21M 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 Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.