Wealth Management Resources’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealth Management Resources’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	$21M	Sell	214,012 -356	-0.2%	-$37.1K	7.29%	6
2025 Q4	$22.9M	Sell	214,368 -91,746	-30%	-$9.73M	8.05%	6
2025 Q3	$32M	Buy	306,114 +3,755	+1%	+$374K	10.35%	3
2025 Q2	$28.8M	Buy	302,359 +1,967	+0.7%	+$169K	9.84%	3
2025 Q1	$24.1M	Buy	300,392 +2,153	+0.7%	+$188K	8.76%	5
2024 Q4	$26.2M	Buy	298,239 +66,995	+29%	+$5.79M	9.67%	4
2024 Q3	$19.2M	Buy	231,244 +11,703	+5%	+$935K	7.69%	4
2024 Q2	$17.6M	Sell	219,541 -6,006	-3%	-$449K	7.56%	4
2024 Q1	$16.5M	Buy	225,547 +6,150	+3%	+$428K	7.13%	3
2023 Q4	$14.3M	Buy	219,397 +52,180	+31%	+$3.22M	6.71%	4
2023 Q3	$9.91M	Sell	167,217 -57,193	-25%	-$3.5M	4.79%	9
2023 Q2	$15.7M	Buy	224,410 +17,806	+9%	+$1.02M	9.12%	2
2023 Q1	$11.4M	Buy	206,604 +5,370	+3%	+$284K	7.04%	4
2022 Q4	$10.2M	Buy	201,234 +10,682	+6%	+$556K	6.61%	4
2022 Q3	$10M	Buy	190,552 +5,276	+3%	+$297K	6.68%	4
2022 Q2	$9.69M	Sell	185,276 -10,752	-5%	-$617K	5.96%	4
2022 Q1	$13M	Buy	196,028 +5,582	+3%	+$363K	8.97%	2
2021 Q4	$13.8M	Buy	+190,446	New	+$13.3M	8.89%	2

Other funds holding SPYG

LPL Financial San Diego, California $376B 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 New York $761B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return