Valued Retirements’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Valued Retirements’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	$294K	Hold	3,004	–	–	0.29%	69
2025 Q4	$321K	Hold	3,004	–	–	0.31%	65
2025 Q3	$286K	Hold	3,004	–	–	0.32%	64
2025 Q2	$286K	Hold	3,004	–	–	0.32%	64
2025 Q1	$241K	Hold	3,004	–	–	0.32%	67
2024 Q4	$264K	Hold	3,004	–	–	0.36%	60
2024 Q3	$249K	Hold	3,004	–	–	0.34%	64
2024 Q2	$241K	Hold	3,004	–	–	0.37%	58
2024 Q1	$220K	Buy	+3,004	New	+$209K	0.35%	63

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

Valued Retirements's SPYG Position: Q1 2026 in Review

Valued Retirements held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 3,004 shares worth $294K. The position accounts for 0.29% of the portfolio, ranked #69.

Valued Retirements first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $321K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Valued Retirements held 3,004 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $294K as of Q1 2026.
Valued Retirements left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.29% of Valued Retirements's portfolio in Q1 2026, its #69 holding.
Valued Retirements first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Valued Retirements's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $321K in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.