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

Vantage Point Financial’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	$1.37M	Buy	13,963 +285	+2%	+$29.7K	0.48%	44
2025 Q4	$1.46M	Sell	13,678 -570	-4%	-$60.4K	0.52%	39
2025 Q3	$1.49M	Buy	14,248 +1,969	+16%	+$196K	0.58%	38
2025 Q2	$1.17M	Sell	12,279 -7,577	-38%	-$650K	0.51%	42
2025 Q1	$1.6M	Sell	19,856 -1,117	-5%	-$97.5K	0.8%	27
2024 Q4	$1.84M	Buy	+20,973	New	+$1.81M	0.99%	24

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

Vantage Point Financial's SPYG Position: Q1 2026 in Review

Vantage Point Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q1 2026, buying an estimated $29.7K and bringing the position to 13,963 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #44.

Vantage Point Financial first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Vantage Point Financial held 13,963 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.37M as of Q1 2026.
Vantage Point Financial bought 285 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $29.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.48% of Vantage Point Financial's portfolio in Q1 2026, its #44 holding.
Vantage Point Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.84M in Q4 2024.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.