Bartlett & Co Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bartlett & Co Wealth Management’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	$53.5K	Hold	450	–	–	﹤0.01%	726
2026 Q1	$50.8K	Sell	450 -150	-25%	-$15.6K	﹤0.01%	686
2025 Q4	$64K	Hold	600	–	–	﹤0.01%	621
2025 Q3	$62.7K	Hold	600	–	–	﹤0.01%	631
2025 Q2	$57.2K	Hold	600	–	–	﹤0.01%	634
2025 Q1	$48.2K	Hold	600	–	–	﹤0.01%	657
2024 Q4	$52.7K	Hold	600	–	–	﹤0.01%	639
2024 Q3	$49.8K	Hold	600	–	–	﹤0.01%	658
2024 Q2	$48.1K	Hold	600	–	–	﹤0.01%	664
2024 Q1	$43.9K	Buy	+600	New	+$41.8K	﹤0.01%	683
2023 Q1	–	Sell	-1,541	Closed	-$78.1K	–	1101
2022 Q4	$78.1K	Buy	+1,541	New	+$80.2K	﹤0.01%	506
2022 Q3	–	Sell	-14	Closed	-$732	–	1269
2022 Q2	$732	Buy	+14	New	+$803	﹤0.01%	1254
2021 Q4	–	Sell	-1,275	Closed	-$81.6K	–	818
2021 Q3	$81.6K	Buy	1,275 +450	+55%	+$29.7K	﹤0.01%	448
2021 Q2	$52K	Hold	825	–	–	﹤0.01%	502
2021 Q1	$46.5K	Hold	825	–	–	﹤0.01%	548
2020 Q4	$45.6K	Hold	825	–	–	﹤0.01%	534
2020 Q3	$41.3K	Buy	+825	New	+$40.4K	﹤0.01%	520

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

Bartlett & Co Wealth Management's SPYG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 450 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Bartlett & Co Wealth Management first reported a position in SPYG in Q3 2020 and has held it in 17 quarters since. The position peaked at $81.6K in Q3 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Bartlett & Co Wealth Management held 450 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $53.5K as of Q2 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q2 2026, its #726 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $81.6K in Q3 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.