BTI
SPYG icon

Blue Trust Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Blue Trust Inc’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 		$261K Sell
2,196
-127
-5% -$14.5K ﹤0.01% 698
2026
Q1 		$227K Sell
2,323
-100
-4% -$10.4K ﹤0.01% 727
2025
Q4 		$259K Sell
2,423
-83
-3% -$8.8K ﹤0.01% 703
2025
Q3 		$262K Buy
2,506
+226
+10% +$22.5K ﹤0.01% 707
2025
Q2 		$217K Buy
2,280
+88
+4% +$7.54K ﹤0.01% 739
2025
Q1 		$176K Buy
2,192
+1,800
+459% +$157K ﹤0.01% 762
2024
Q4 		$34.5K Sell
392
-271
-41% -$23.4K ﹤0.01% 1465
2024
Q3 		$53.1K Buy
663
+330
+99% +$26.4K ﹤0.01% 1540
2024
Q2 		$24.4K Hold
333
– – ﹤0.01% 1570
2024
Q1 		$24.4K Buy
+333
New +$23.2K ﹤0.01% 1153
2023
Q2 		– Sell
-308
Closed -$16K – 2496
2023
Q1 		$16K Buy
308
+212
+221% +$11.2K ﹤0.01% 1459
2022
Q4 		$5K Buy
+96
New +$5K ﹤0.01% 1752

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Blue Trust Inc's SPYG Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.5% in Q2 2026, selling an estimated $14.5K and leaving 2,196 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Blue Trust Inc first reported a position in SPYG in Q4 2022 and has held it in 12 quarters since. The position peaked at $262K in Q3 2025. 385 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Blue Trust Inc held 2,196 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $261K as of Q2 2026.
  • Blue Trust Inc sold 127 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #698 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $262K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.