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

United 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 		– Sell
-242
Closed -$25.8K – 611
2025
Q4 		$25.8K Hold
242
– – 0.02% 122
2025
Q3 		$25.3K Buy
+242
New +$24.1K 0.02% 111

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

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

United Financial Planning Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 242 shares — an estimated $25.8K sold.

United Financial Planning Group first reported a position in SPYG in Q3 2025 and held it in 2 quarters. The position peaked at $25.8K in Q4 2025. 1,323 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • United Financial Planning Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 242 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $25.8K.
  • United Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25.8K in Q4 2025.
  • 1,323 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.