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

Bank of Montreal’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	$2.27M	Sell	23,176 -3,298	-12%	-$343K	﹤0.01%	1610
2025 Q4	$2.82M	Buy	26,474 +245	+0.9%	+$26K	﹤0.01%	1537
2025 Q3	$2.74M	Buy	26,229 +3,022	+13%	+$301K	﹤0.01%	1527
2025 Q2	$2.21M	Buy	23,207 +1,508	+7%	+$129K	﹤0.01%	1535
2025 Q1	$1.74M	Buy	21,699 +2,957	+16%	+$258K	﹤0.01%	1565
2024 Q4	$1.65M	Buy	18,742 +8,601	+85%	+$743K	﹤0.01%	1622
2024 Q3	$836K	Sell	10,141 -20,381	-67%	-$1.63M	﹤0.01%	2127
2024 Q2	$2.46M	Buy	30,522 +2,302	+8%	+$172K	﹤0.01%	1569
2024 Q1	$2.07M	Buy	28,220 +23,405	+486%	+$1.63M	﹤0.01%	1620
2023 Q4	$314K	Buy	4,815 +927	+24%	+$57.2K	﹤0.01%	2835
2023 Q3	$239K	Hold	3,888	–	–	﹤0.01%	2958
2023 Q2	$238K	Sell	3,888 -1,848	-32%	-$106K	﹤0.01%	3114
2023 Q1	$318K	Buy	5,736 +538	+10%	+$28.5K	﹤0.01%	2750
2022 Q4	$271K	Hold	5,198	–	–	﹤0.01%	2972
2022 Q3	$282	Buy	5,198 +373	+8%	+$21K	﹤0.01%	2976
2022 Q2	$263	Sell	4,825 -1,383	-22%	-$79.3K	﹤0.01%	3090
2022 Q1	$418K	Buy	6,208 +1,783	+40%	+$116K	﹤0.01%	2964
2021 Q4	$324K	Sell	4,425 -25,913	-85%	-$1.81M	﹤0.01%	2678
2021 Q3	$1.97M	Buy	30,338 +27,583	+1,001%	+$1.82M	﹤0.01%	2084
2021 Q2	$173K	Buy	2,755 +640	+30%	+$38.4K	﹤0.01%	3241
2021 Q1	$125K	Sell	2,115 -500	-19%	-$28K	﹤0.01%	3304
2020 Q4	$145K	Buy	2,615 +1,815	+227%	+$95.4K	﹤0.01%	3384
2020 Q3	$40K	Buy	+800	New	+$39.2K	﹤0.01%	3532
2019 Q1	–	Sell	-2,695	Closed	-$88K	–	4712
2018 Q4	$88K	Buy	+2,695	New	+$94.2K	﹤0.01%	3016
2015 Q4	–	Sell	-240	Closed	-$6K	–	4402
2015 Q3	$6K	Hold	240	–	–	﹤0.01%	3611
2015 Q2	$6K	Hold	240	–	–	﹤0.01%	3600
2015 Q1	$6K	Hold	240	–	–	﹤0.01%	3600
2014 Q4	$6K	Buy	240 +80	+50%	+$1.89K	﹤0.01%	3667
2014 Q3	$4K	Hold	160	–	–	﹤0.01%	3835
2014 Q2	$4K	Hold	160	–	–	﹤0.01%	4278
2014 Q1	$3K	Hold	160	–	–	﹤0.01%	3872
2013 Q4	$3K	Buy	+160	New	+$3.26K	﹤0.01%	3599

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of Montreal's SPYG Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q1 2026, selling an estimated $343K and leaving 23,176 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Bank of Montreal first reported a position in SPYG in Q4 2013 and has held it in 32 quarters since. The position peaked at $2.82M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Bank of Montreal held 23,176 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.27M as of Q1 2026.
Bank of Montreal sold 3,298 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $343K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1610 holding.
Bank of Montreal first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2013 and has held it in 32 quarters since.
Bank of Montreal's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.82M in Q4 2025.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.