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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wrenne Financial Planning's SPYG Position: Q1 2026 in Review

Wrenne Financial Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.47% in Q1 2026, selling an estimated $13.8K and leaving 28,427 shares worth $2.78M. The position accounts for 1.09% of the portfolio, ranked #16.

Wrenne Financial Planning first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.05M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Wrenne Financial Planning held 28,427 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.78M as of Q1 2026.
Wrenne Financial Planning sold 133 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $13.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.09% of Wrenne Financial Planning's portfolio in Q1 2026, its #16 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 10 quarters since.
Wrenne Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.05M in Q3 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.