Bawa N Mallick Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bawa N Mallick Trust’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	$6.11M	Buy	51,307 +1,307	+3%	+$149K	1.98%	11
2026 Q1	$4.9M	Hold	50,000	–	–	2.01%	12
2025 Q4	$5.33M	Hold	50,000	–	–	1.98%	13
2025 Q3	$5.23M	Hold	50,000	–	–	1.98%	12
2025 Q2	$4.77M	Hold	50,000	–	–	1.97%	12
2025 Q1	$4.02M	Hold	50,000	–	–	1.9%	13
2024 Q4	$4.39M	Buy	+50,000	New	+$4.32M	1.93%	13

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

Bawa N Mallick Trust's SPYG Position: Q2 2026 in Review

Bawa N Mallick Trust increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q2 2026, buying an estimated $149K and bringing the position to 51,307 shares worth $6.11M. The position accounts for 1.98% of the portfolio, ranked #11.

Bawa N Mallick Trust first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,398 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Bawa N Mallick Trust held 51,307 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.11M as of Q2 2026.
Bawa N Mallick Trust bought 1,307 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $149K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.98% of Bawa N Mallick Trust's portfolio in Q2 2026, its #11 holding.
Bawa N Mallick Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,398 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.