Baker Avenue Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Baker Avenue Asset 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 Q2	$219K	Buy	+1,841	New	+$210K	﹤0.01%	765
2023 Q3	–	Sell	-40	Closed	-$2.44K	–	1726
2023 Q2	$2.44K	Buy	+40	New	+$2.29K	﹤0.01%	947

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Baker Avenue Asset Management's SPYG Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,841 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in SPYG as recently as Q2 2023.

Baker Avenue Asset Management first reported a position in SPYG in Q2 2023 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Baker Avenue Asset Management held 1,841 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $219K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Baker Avenue Asset Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #765 holding.
Baker Avenue Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 2 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.