VPP
SPYG icon

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

Vertex Planning 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 		$16.1M Buy
164,942
+5,552
+3% +$578K 3.14% 7
2025
Q4 		$17M Sell
159,390
-549
-0.3% -$58.2K 3.95% 6
2025
Q3 		$16.7M Buy
159,939
+2,890
+2% +$288K 3.21% 5
2025
Q2 		$15M Buy
157,049
+279
+0.2% +$23.9K 3.13% 5
2025
Q1 		$12.6M Buy
156,770
+3,537
+2% +$309K 2.75% 7
2024
Q4 		$13.5M Sell
153,233
-76,543
-33% -$6.61M 2.97% 7
2024
Q3 		$19.1M Buy
229,776
+2,710
+1% +$217K 4.56% 7
2024
Q2 		$18.2M Buy
227,066
+2,761
+1% +$206K 4.72% 6
2024
Q1 		$16.4M Sell
224,305
-9,191
-4% -$640K 4.54% 6
2023
Q4 		$15.2M Buy
233,496
+220,117
+1,645% +$13.6M 4.5% 7
2023
Q3 		$793K Buy
+13,379
New +$820K 0.27% 46

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

Vertex Planning Partners's SPYG Position: Q1 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q1 2026, buying an estimated $578K and bringing the position to 164,942 shares worth $16.1M. The position accounts for 3.14% of the portfolio, ranked #7.

Vertex Planning Partners first reported a position in SPYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q3 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Vertex Planning Partners held 164,942 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.1M as of Q1 2026.
  • Vertex Planning Partners bought 5,552 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $578K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.14% of Vertex Planning Partners's portfolio in Q1 2026, its #7 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Vertex Planning Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $19.1M in Q3 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 Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.