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Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$1.45M Buy
14,771
+5,597
+61% +$583K 0.26% 44
2025
Q4 		$979K Buy
9,174
+3,919
+75% +$415K 0.15% 45
2025
Q3 		$549K Buy
5,255
+1,086
+26% +$108K 0.08% 66
2025
Q2 		$397K Buy
4,169
+1,191
+40% +$102K 0.05% 84
2025
Q1 		$239K Buy
2,978
+1,864
+167% +$163K 0.03% 112
2024
Q4 		$97.9K Hold
1,114
– – 0.01% 198
2024
Q3 		$92.4K Hold
1,114
– – 0.01% 206
2024
Q2 		$89.3K Hold
1,114
– – 0.02% 188
2024
Q1 		$81.5K Buy
1,114
+1,055
+1,788% +$73.4K 0.02% 199
2023
Q4 		$3.5K Buy
59
+17
+40% +$1.05K ﹤0.01% 708
2023
Q3 		$2.56K Hold
42
– – ﹤0.01% 805
2023
Q2 		$2.56K Buy
+42
New +$2.41K ﹤0.01% 805

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

Beacon Capital Management LLC (Tennessee)'s SPYG Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 61% in Q1 2026, buying an estimated $583K and bringing the position to 14,771 shares worth $1.45M. The position accounts for 0.26% of the portfolio, ranked #44.

Beacon Capital Management LLC (Tennessee) first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 14,771 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.45M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) bought 5,597 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $583K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #44 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.