Bank Julius Baer & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bank Julius Baer & Co’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	$48.7K	Buy	415 +16	+4%	+$1.83K	﹤0.01%	595
2026 Q1	$39K	Sell	399 -18,872	-98%	-$1.97M	﹤0.01%	617
2025 Q4	$2.06M	Buy	19,271 +203	+1%	+$21.5K	0.01%	324
2025 Q3	$1.99M	Buy	+19,068	New	+$1.9M	0.01%	328
2025 Q1	–	Sell	-48,339	Closed	-$4.22M	–	672
2024 Q4	$4.69M	Buy	48,339 +47,617	+6,595%	+$4.11M	0.01%	244
2024 Q3	$70.9K	Sell	722 -64,619	-99%	-$5.17M	﹤0.01%	452
2024 Q2	$5.83M	Sell	65,341 -9,694	-13%	-$724K	0.02%	178
2024 Q1	$5.49M	Sell	75,035 -15,393	-17%	-$1.07M	0.02%	194
2023 Q4	$5.88M	Sell	90,428 -50,448	-36%	-$3.11M	0.02%	200
2023 Q3	$8.35M	Buy	140,876 +38,892	+38%	+$2.38M	0.05%	152
2023 Q2	$6.22M	Buy	+101,984	New	+$5.84M	0.04%	171
2022 Q1	–	Sell	-221,349	Closed	-$16M	–	780
2021 Q4	$16M	Sell	221,349 -11,079	-5%	-$773K	0.09%	126
2021 Q3	$14.9M	Buy	232,428 +228,823	+6,347%	+$15.1M	0.09%	138
2021 Q2	$227K	Buy	3,605 +48	+1%	+$2.88K	﹤0.01%	551
2021 Q1	$201K	Sell	3,557 -24	-0.7%	-$1.34K	﹤0.01%	538
2020 Q4	$198K	Sell	3,581 -151,997	-98%	-$7.99M	﹤0.01%	582
2020 Q3	$7.8M	Buy	155,578 +239	+0.2%	+$11.7K	0.08%	129
2020 Q2	$6.98M	Buy	155,339 +149,045	+2,368%	+$6.19M	0.08%	127
2020 Q1	$225K	Buy	+6,294	New	+$258K	0.01%	390

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 22.96% 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

Bank Julius Baer & Co's SPYG Position: Q2 2026 in Review

Bank Julius Baer & Co increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q2 2026, buying an estimated $1.83K and bringing the position to 415 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Bank Julius Baer & Co first reported a position in SPYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $16M in Q4 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Bank Julius Baer & Co held 415 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $48.7K as of Q2 2026.
Bank Julius Baer & Co bought 16 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.83K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #595 holding.
Bank Julius Baer & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 19 quarters since.
Bank Julius Baer & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16M in Q4 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.