BFG
SPYG icon

Buttonwood Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Buttonwood Financial Group’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 		$5.47M Sell
55,908
-2,491
-4% -$259K 3.37% 11
2025
Q4 		$6.3M Sell
58,399
-11,590
-17% -$1.23M 3.35% 8
2025
Q3 		$7.33M Sell
69,989
-30,335
-30% -$3.02M 3.17% 8
2025
Q2 		$9.57M Sell
100,324
-101,388
-50% -$8.69M 4.86% 8
2025
Q1 		$15.5M Buy
201,712
+6,957
+4% +$607K 9.09% 5
2024
Q4 		$17.9M Sell
194,755
-7,478
-4% -$646K 9.93% 5
2024
Q3 		$16.8M Sell
202,233
-118,871
-37% -$9.5M 10.06% 5
2024
Q2 		$25.9M Buy
321,104
+110,158
+52% +$8.23M 14.78% 1
2024
Q1 		$15.4M Buy
210,946
+103,742
+97% +$7.22M 9.13% 4
2023
Q4 		$6.97M Buy
107,204
+1,849
+2% +$114K 5.08% 8
2023
Q3 		$6.12M Sell
105,355
-780
-0.7% -$47.8K 4.47% 9
2023
Q2 		$6.6M Buy
+106,135
New +$6.08M 5.72% 5

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

Buttonwood Financial Group's SPYG Position: Q1 2026 in Review

Buttonwood Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q1 2026, selling an estimated $259K and leaving 55,908 shares worth $5.47M. The position accounts for 3.37% of the portfolio, ranked #11.

Buttonwood Financial Group first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.9M in Q2 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Buttonwood Financial Group held 55,908 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.47M as of Q1 2026.
  • Buttonwood Financial Group sold 2,491 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $259K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.37% of Buttonwood Financial Group's portfolio in Q1 2026, its #11 holding.
  • Buttonwood Financial Group 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.
  • Buttonwood Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25.9M in Q2 2024.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.