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

TrueWealth Financial 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 		– Sell
-7,897
Closed -$843K – 107
2025
Q4 		$843K Buy
+7,897
New +$837K 0.7% 32

Other funds holding SPYG

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TrueWealth Financial Partners's SPYG Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 7,897 shares — an estimated $843K sold.

TrueWealth Financial Partners first reported a position in SPYG in Q4 2025 and held it in 1 quarter. The position peaked at $843K in Q4 2025. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 7,897 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $843K.
  • TrueWealth Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $843K in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.