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

Yukon 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	$2.73M	Buy	27,925 +1,093	+4%	+$114K	1.63%	16
2025 Q4	$2.79M	Sell	26,832 -2,241	-8%	-$238K	1.61%	17
2025 Q3	$3.04M	Buy	29,073 +42	+0.1%	+$4.18K	1%	24
2025 Q2	$2.77M	Sell	29,031 -7,318	-20%	-$627K	0.99%	22
2025 Q1	$2.92M	Buy	+36,349	New	+$3.17M	1.21%	23

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

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

Yukon Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q1 2026, buying an estimated $114K and bringing the position to 27,925 shares worth $2.73M. The position accounts for 1.63% of the portfolio, ranked #16.

Yukon Wealth Management first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.04M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Yukon Wealth Management held 27,925 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.73M as of Q1 2026.
Yukon Wealth Management bought 1,093 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $114K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.63% of Yukon Wealth Management's portfolio in Q1 2026, its #16 holding.
Yukon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.04M 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 Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.