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SPYG icon

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

Bailard’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 		– Sell
-1,952
Closed -$208K – 821
2025
Q4 		$208K Hold
1,952
– – ﹤0.01% 708
2025
Q3 		$204K Buy
+1,952
New +$194K ﹤0.01% 725
2024
Q1 		– Sell
-3,916
Closed -$255K – 807
2023
Q4 		$255K Buy
3,916
+233
+6% +$14.4K 0.01% 593
2023
Q3 		$218K Buy
+3,683
New +$226K 0.01% 642

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

Bailard's SPYG Position: Q1 2026 in Review

Bailard sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 1,952 shares — an estimated $208K sold.

Bailard first reported a position in SPYG in Q3 2023 and held it in 4 quarters. The position peaked at $255K in Q4 2023. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Bailard reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 1,952 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $208K.
  • Bailard first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 4 quarters.
  • Bailard's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $255K in Q4 2023.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.