Burnham & Co LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Burnham & Co LLC’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	$15.5K	Buy	+130	New	+$14.9K	0.01%	166

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Burnham & Co LLC's SPYG Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 130 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

1,273 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Burnham & Co LLC held 130 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.5K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Burnham & Co LLC position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Burnham & Co LLC's portfolio in Q2 2026, its #166 holding.
1,273 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.