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

Valtinson Bruner Financial Planning’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 		$514K Buy
5,248
+548
+12% +$57.1K 0.14% 80
2025
Q4 		$501K Sell
4,700
-1,111
-19% -$118K 0.14% 80
2025
Q3 		$607K Sell
5,811
-96
-2% -$9.56K 0.18% 67
2025
Q2 		$563K Buy
5,907
+1,225
+26% +$105K 0.18% 70
2025
Q1 		$376K Sell
4,682
-224
-5% -$19.6K 0.13% 88
2024
Q4 		$431K Buy
4,906
+187
+4% +$16.2K 0.15% 90
2024
Q3 		$391K Buy
4,719
+139
+3% +$11.1K 0.14% 94
2024
Q2 		$367K Sell
4,580
-5
-0.1% -$373 0.15% 93
2024
Q1 		$335K Buy
4,585
+64
+1% +$4.46K 0.14% 91
2023
Q4 		$294K Hold
4,521
– – 0.15% 96
2023
Q3 		$268K Sell
4,521
-269
-6% -$16.5K 0.15% 96
2023
Q2 		$292K Buy
4,790
+270
+6% +$15.5K 0.16% 93
2023
Q1 		$250K Sell
4,520
-504
-10% -$26.7K 0.14% 104
2022
Q4 		$258K Buy
5,024
+501
+11% +$26.1K 0.15% 101
2022
Q3 		$227K Sell
4,523
-36
-0.8% -$2.02K 0.14% 92
2022
Q2 		$238K Sell
4,559
-1,232
-21% -$70.6K 0.15% 87
2022
Q1 		$360K Sell
5,791
-85,733
-94% -$5.58M 0.21% 75
2021
Q4 		$6.63M Sell
91,524
-3,434
-4% -$240K 3.63% 7
2021
Q3 		$6.42M Buy
94,958
+2,040
+2% +$135K 3.52% 6
2021
Q2 		$6.09M Buy
92,918
+15,348
+20% +$921K 3.48% 6
2021
Q1 		$4.69M Buy
77,570
+5,964
+8% +$334K 2.76% 11
2020
Q4 		$3.98M Buy
71,606
+9,242
+15% +$486K 2.49% 12
2020
Q3 		$3.05M Buy
62,364
+40,002
+179% +$1.96M 2.14% 12
2020
Q2 		$1.1M Buy
+22,362
New +$929K 0.78% 31
2020
Q1 		– Sell
-132,530
Closed -$5.62M – 82
2019
Q4 		$5.62M Buy
132,530
+31,968
+32% +$1.28M 4.03% 7
2019
Q3 		$3.9M Buy
100,562
+42,170
+72% +$1.65M 3.18% 7
2019
Q2 		$2.26M Sell
58,392
-1,740
-3% -$66.1K 1.91% 9
2019
Q1 		$2.24M Sell
60,132
-4,294
-7% -$152K 1.95% 8
2018
Q4 		$2.09M Buy
+64,426
New +$2.25M 2.19% 5

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

Valtinson Bruner Financial Planning's SPYG Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q1 2026, buying an estimated $57.1K and bringing the position to 5,248 shares worth $514K. The position accounts for 0.14% of the portfolio, ranked #80.

Valtinson Bruner Financial Planning first reported a position in SPYG in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.63M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Valtinson Bruner Financial Planning held 5,248 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $514K as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 548 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $57.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #80 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.63M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.