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Willis Johnson & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Willis Johnson & Associates’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 		$273M Buy
2,786,481
+98,504
+4% +$10.3M 15.89% 2
2025
Q4 		$287M Buy
2,687,977
+122,190
+5% +$13M 17.67% 2
2025
Q3 		$268M Buy
2,565,787
+124,041
+5% +$12.4M 16.59% 2
2025
Q2 		$233M Buy
2,441,746
+103,225
+4% +$8.85M 15.81% 1
2025
Q1 		$188M Sell
2,338,521
-54,464
-2% -$4.75M 14.23% 2
2024
Q4 		$210M Buy
2,392,985
+35,588
+2% +$3.07M 16.16% 1
2024
Q3 		$196M Buy
2,357,397
+52,013
+2% +$4.16M 14.85% 2
2024
Q2 		$185M Buy
2,305,384
+62,351
+3% +$4.66M 15.15% 2
2024
Q1 		$164M Sell
2,243,033
-97,338
-4% -$6.77M 14.25% 2
2023
Q4 		$152M Buy
2,340,371
+69,800
+3% +$4.3M 13.88% 2
2023
Q3 		$135M Buy
2,270,571
+58,053
+3% +$3.56M 13.8% 2
2023
Q2 		$135M Buy
2,212,518
+11,339
+0.5% +$650K 14.39% 2
2023
Q1 		$122M Buy
2,201,179
+228,833
+12% +$12.1M 14.46% 2
2022
Q4 		$99.9M Buy
1,972,346
+89,697
+5% +$4.67M 13.03% 2
2022
Q3 		$94.3M Buy
1,882,649
+148,470
+9% +$8.35M 13.74% 2
2022
Q2 		$90.7M Buy
1,734,179
+118,660
+7% +$6.8M 12.64% 2
2022
Q1 		$107M Buy
1,615,519
+42,713
+3% +$2.78M 14.04% 2
2021
Q4 		$114M Buy
1,572,806
+90,119
+6% +$6.29M 14.71% 2
2021
Q3 		$94.9M Buy
+1,482,687
New +$97.9M 13.19% 1

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

Willis Johnson & Associates's SPYG Position: Q1 2026 in Review

Willis Johnson & Associates increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q1 2026, buying an estimated $10.3M and bringing the position to 2,786,481 shares worth $273M. The position accounts for 15.89% of the portfolio, ranked #2.

Willis Johnson & Associates first reported a position in SPYG in Q3 2021 and has held it in 19 quarters since. The position peaked at $287M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Willis Johnson & Associates held 2,786,481 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $273M as of Q1 2026.
  • Willis Johnson & Associates bought 98,504 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $10.3M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 15.89% of Willis Johnson & Associates's portfolio in Q1 2026, its #2 holding.
  • Willis Johnson & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Willis Johnson & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $287M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.