Bank Julius Baer & Co
SPYG icon

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
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
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

Bank Julius Baer & Co's SPYG Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 98% in Q1 2026, selling an estimated $1.97M and leaving 399 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Bank Julius Baer & Co first reported a position in SPYG in Q1 2020 and has held it in 18 quarters since. The position peaked at $16M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Bank Julius Baer & Co held 399 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $39K as of Q1 2026.
  • Bank Julius Baer & Co sold 18,872 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.97M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #617 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 18 quarters since.
  • Bank Julius Baer & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.