BankPlus Trust Department’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

BankPlus Trust Department’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	$1.01M	Hold	10,289	–	–	0.27%	84
2025 Q4	$1.1M	Buy	10,289 +10,000	+3,460%	+$1.06M	0.29%	78
2025 Q3	$30.2K	Hold	289	–	–	0.01%	289
2025 Q2	$27.5K	Hold	289	–	–	0.01%	281
2025 Q1	$23.2K	Hold	289	–	–	0.01%	293
2024 Q4	$25.4K	Buy	+289	New	+$25K	0.01%	280

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

BankPlus Trust Department's SPYG Position: Q1 2026 in Review

BankPlus Trust Department held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 10,289 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #84.

BankPlus Trust Department first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

BankPlus Trust Department held 10,289 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.01M as of Q1 2026.
BankPlus Trust Department left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.27% of BankPlus Trust Department's portfolio in Q1 2026, its #84 holding.
BankPlus Trust Department first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.1M in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.