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 Q2	$47K	Hold	395	–	–	0.01%	323
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 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

Barrett & Company's SPYG Position: Q2 2026 in Review

Barrett & Company held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 395 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #323.

Barrett & Company first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Barrett & Company held 395 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $47K as of Q2 2026.
Barrett & Company left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #323 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 6 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.