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Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Baltimore-Washington Financial Advisors’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 		$54.1M Buy
454,381
+5,754
+1% +$658K 2.02% 15
2026
Q1 		$43.9M Buy
448,627
+13,683
+3% +$1.42M 1.9% 19
2025
Q4 		$46.4M Buy
434,944
+17,649
+4% +$1.87M 1.93% 16
2025
Q3 		$43.6M Buy
417,295
+13,892
+3% +$1.38M 1.87% 17
2025
Q2 		$38.5M Sell
403,403
-3,874
-1% -$332K 1.79% 19
2025
Q1 		$32.7M Buy
407,277
+7,247
+2% +$633K 1.74% 19
2024
Q4 		$35.2M Buy
400,030
+12,916
+3% +$1.12M 1.81% 18
2024
Q3 		$32.1M Buy
387,114
+14,058
+4% +$1.12M 1.73% 19
2024
Q2 		$29.9M Buy
373,056
+16,239
+5% +$1.21M 1.73% 19
2024
Q1 		$26.1M Buy
356,817
+22,911
+7% +$1.59M 1.62% 19
2023
Q4 		$21.7M Buy
333,906
+33,063
+11% +$2.04M 1.5% 20
2023
Q3 		$17.8M Buy
300,843
+23,270
+8% +$1.43M 1.44% 21
2023
Q2 		$16.9M Buy
277,573
+113,878
+70% +$6.52M 1.35% 25
2023
Q1 		$9.06M Buy
163,695
+11,569
+8% +$613K 0.8% 44
2022
Q4 		$7.71M Buy
152,126
+8,756
+6% +$456K 0.75% 47
2022
Q3 		$7.91M Buy
143,370
+18,704
+15% +$1.05M 0.66% 47
2022
Q2 		$6.52M Buy
124,666
+50,623
+68% +$2.9M 0.7% 54
2022
Q1 		$4.19M Sell
74,043
-39,718
-35% -$2.58M 0.41% 73
2021
Q4 		$8.24M Buy
113,761
+10,647
+10% +$743K 0.67% 59
2021
Q3 		$6.6M Buy
103,114
+11,565
+13% +$764K 0.58% 63
2021
Q2 		$5.76M Buy
91,549
+17,506
+24% +$1.05M 0.54% 67
2021
Q1 		$4.18M Buy
74,043
+3,490
+5% +$196K 0.43% 72
2020
Q4 		$3.9M Buy
70,553
+4,315
+7% +$227K 0.43% 72
2020
Q3 		$3.32M Buy
66,238
+8,276
+14% +$406K 0.43% 71
2020
Q2 		$2.6M Buy
57,962
+3,483
+6% +$145K 0.36% 76
2020
Q1 		$1.95M Buy
54,479
+1,896
+4% +$77.7K 0.35% 73
2019
Q4 		$2.2M Sell
52,583
-1,113
-2% -$44.6K 0.32% 74
2019
Q3 		$2.09M Buy
53,696
+2,398
+5% +$93.7K 0.34% 69
2019
Q2 		$1.99M Buy
51,298
+6,579
+15% +$250K 0.33% 70
2019
Q1 		$1.66M Buy
44,719
+25,727
+135% +$910K 0.29% 74
2018
Q4 		$617K Buy
18,992
+5,538
+41% +$194K 0.13% 76
2018
Q3 		$514K Buy
+13,454
New +$500K 0.09% 76

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SPYG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, buying an estimated $658K and bringing the position to 454,381 shares worth $54.1M. The position accounts for 2.02% of the portfolio, ranked #15.

Baltimore-Washington Financial Advisors first reported a position in SPYG in Q3 2018 and has held it in 32 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 454,381 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $54.1M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 5,754 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $658K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.