WWM
SPYG icon

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

WJ Wealth Management’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 		$423K Sell
4,324
-1
-0% -$104 0.2% 57
2025
Q4 		$461K Sell
4,325
-413
-9% -$43.8K 0.2% 57
2025
Q3 		$512K Sell
4,738
-4,768
-50% -$475K 0.23% 54
2025
Q2 		$906K Sell
9,506
-450
-5% -$38.6K 0.29% 54
2025
Q1 		$800K Sell
9,956
-1,196
-11% -$104K 0.28% 51
2024
Q4 		$980K Sell
11,152
-140
-1% -$12.1K 0.34% 43
2024
Q3 		$937K Sell
11,292
-260
-2% -$20.8K 0.33% 42
2024
Q2 		$926K Sell
11,552
-70,025
-86% -$5.23M 0.34% 42
2024
Q1 		$5.97M Buy
81,577
+30,779
+61% +$2.14M 2.37% 13
2023
Q4 		$3.3M Buy
50,798
+10,326
+26% +$637K 1.44% 21
2023
Q3 		$2.4M Buy
40,472
+10,991
+37% +$673K 1.17% 24
2023
Q2 		$1.8M Buy
+29,481
New +$1.69M 0.85% 26
2022
Q4 		– Sell
-4,774
Closed -$240K – 56
2022
Q3 		$240K Buy
+4,774
New +$269K 0.15% 49
2022
Q2 		– Sell
-3,727
Closed -$247K – 60
2022
Q1 		$247K Sell
3,727
-400
-10% -$26K 0.16% 42
2021
Q4 		$295K Hold
4,127
– – 0.18% 48
2021
Q3 		$264K Buy
4,127
+889
+27% +$58.7K 0.18% 51
2021
Q2 		$204K Buy
+3,238
New +$194K 0.63% 42
2020
Q3 		– Sell
-4,808
Closed -$216K – 48
2020
Q2 		$216K Buy
+4,808
New +$200K 0.15% 47

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

WJ Wealth Management's SPYG Position: Q1 2026 in Review

WJ Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.02% in Q1 2026, selling an estimated $104 and leaving 4,324 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #57.

WJ Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 18 quarters since. The position peaked at $5.97M in Q1 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • WJ Wealth Management held 4,324 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $423K as of Q1 2026.
  • WJ Wealth Management sold 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of WJ Wealth Management's portfolio in Q1 2026, its #57 holding.
  • WJ Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • WJ Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.97M in Q1 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 WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.