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Barrett & Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Barrett & Company’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 		$38.7K Hold
395
– – 0.01% 320
2025
Q4 		$42.1K Hold
395
– – 0.01% 317
2025
Q3 		$41.3K Hold
395
– – 0.01% 322
2025
Q2 		$37.7K Hold
395
– – 0.01% 337
2025
Q1 		$31.7K Buy
+395
New +$34.5K 0.01% 325

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

Barrett & Company's SPYG Position: Q1 2026 in Review

Barrett & Company held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 395 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #320.

Barrett & Company first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.1K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Barrett & Company held 395 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $38.7K as of Q1 2026.
  • Barrett & Company 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 0.01% of Barrett & Company's portfolio in Q1 2026, its #320 holding.
  • Barrett & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Barrett & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $42.1K 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 Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.