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

Wrenne Financial Planning’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 		$3.38M Sell
28,414
-13
-0% -$1.49K 1.14% 15
2026
Q1 		$2.78M Sell
28,427
-133
-0.5% -$13.8K 1.09% 16
2025
Q4 		$3.05M Sell
28,560
-657
-2% -$69.6K 1.24% 15
2025
Q3 		$3.05M Sell
29,217
-3
-0% -$299 1.31% 15
2025
Q2 		$2.79M Buy
29,220
+2,112
+8% +$181K 1.3% 15
2025
Q1 		$2.18M Sell
27,108
-151
-0.6% -$13.2K 1.16% 16
2024
Q4 		$2.4M Sell
27,259
-3,551
-12% -$307K 1.36% 14
2024
Q3 		$2.56M Sell
30,810
-774
-2% -$61.9K 1.52% 15
2024
Q2 		$2.53M Buy
31,584
+540
+2% +$40.3K 1.75% 14
2024
Q1 		$2.27M Sell
31,044
-14,841
-32% -$1.03M 1.68% 15
2023
Q4 		$2.99M Buy
+45,885
New +$2.83M 2.54% 13

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

Wrenne Financial Planning's SPYG Position: Q2 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.05% in Q2 2026, selling an estimated $1.49K and leaving 28,414 shares worth $3.38M. The position accounts for 1.14% of the portfolio, ranked #15.

Wrenne Financial Planning first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wrenne Financial Planning held 28,414 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.38M as of Q2 2026.
  • Wrenne Financial Planning sold 13 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.49K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.14% of Wrenne Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Wrenne Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.