WP
SPYG icon

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

WealthPLAN 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
Q2 		$3.67M Sell
30,831
-8,187
-21% -$936K 0.7% 37
2026
Q1 		$3.82M Sell
39,018
-18,091
-32% -$1.88M 0.74% 34
2025
Q4 		$6.09M Sell
57,109
-1,343
-2% -$142K 0.91% 29
2025
Q3 		$6.11M Sell
58,452
-888
-1% -$88.4K 0.92% 26
2025
Q2 		$5.66M Sell
59,340
-25,838
-30% -$2.21M 0.91% 24
2025
Q1 		$6.85M Buy
85,178
+7,640
+10% +$667K 0.97% 24
2024
Q4 		$6.82M Sell
77,538
-2,354
-3% -$203K 0.97% 24
2024
Q3 		$6.63M Sell
79,892
-711
-0.9% -$56.8K 0.89% 26
2024
Q2 		$6.46M Sell
80,603
-437
-0.5% -$32.6K 0.69% 35
2024
Q1 		$5.93M Buy
81,040
+606
+0.8% +$42.2K 0.61% 47
2023
Q4 		$5.23M Buy
80,434
+14,674
+22% +$905K 0.54% 59
2023
Q3 		$3.9M Buy
65,760
+18,780
+40% +$1.15M 0.45% 65
2023
Q2 		$2.87M Sell
46,980
-10,407
-18% -$596K 0.41% 70
2023
Q1 		$3.18M Sell
57,387
-34,050
-37% -$1.8M 0.36% 74
2022
Q4 		$5M Buy
+91,437
New +$4.76M 0.35% 73
2022
Q1 		$656K Buy
11,345
+160
+1% +$10.4K 0.05% 219
2021
Q4 		$742K Buy
11,185
+425
+4% +$29.7K 0.05% 210
2021
Q3 		$775K Buy
10,760
+895
+9% +$59.1K 0.05% 198
2021
Q2 		$648K Buy
9,865
+515
+6% +$30.9K 0.05% 204
2021
Q1 		$555K Buy
9,350
+2,515
+37% +$141K 0.04% 213
2020
Q4 		$393K Buy
6,835
+700
+11% +$36.8K 0.03% 238
2020
Q3 		$321K Sell
6,135
-807
-12% -$39.6K 0.03% 245
2020
Q2 		$344K Sell
6,942
-12
-0.2% -$498 0.04% 221
2020
Q1 		$284K Buy
+6,954
New +$285K 0.04% 203
2017
Q2 		– Sell
-1,360
Closed -$38.6K – 386
2017
Q1 		$38.6K Buy
+1,360
New +$37.7K 0.13% 133

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's SPYG Position: Q2 2026 in Review

WealthPLAN Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q2 2026, selling an estimated $936K and leaving 30,831 shares worth $3.67M. The position accounts for 0.7% of the portfolio, ranked #37.

WealthPLAN Partners first reported a position in SPYG in Q1 2017 and has held it in 25 quarters since. The position peaked at $6.85M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • WealthPLAN Partners held 30,831 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.67M as of Q2 2026.
  • WealthPLAN Partners sold 8,187 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $936K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.7% of WealthPLAN Partners's portfolio in Q2 2026, its #37 holding.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and has held it in 25 quarters since.
  • WealthPLAN Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.85M in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.