Cary Street Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Cary Street Partners’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	$17.1M	Sell	143,962 -1,017	-0.7%	-$116K	0.37%	63
2026 Q1	$14.2M	Sell	144,979 -3,158	-2%	-$329K	0.35%	70
2025 Q4	$15.8M	Sell	148,137 -9,692	-6%	-$1.03M	0.39%	56
2025 Q3	$16.5M	Sell	157,829 -10,928	-6%	-$1.09M	0.43%	54
2025 Q2	$16.1M	Sell	168,757 -8,412	-5%	-$721K	0.45%	52
2025 Q1	$14.2M	Sell	177,169 -263,265	-60%	-$23M	0.45%	58
2024 Q4	$38.7M	Buy	+440,434	New	+$38.1M	1.26%	10

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

Cary Street Partners's SPYG Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.7% in Q2 2026, selling an estimated $116K and leaving 143,962 shares worth $17.1M. The position accounts for 0.37% of the portfolio, ranked #63.

Cary Street Partners first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.7M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cary Street Partners held 143,962 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $17.1M as of Q2 2026.
Cary Street Partners sold 1,017 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.37% of Cary Street Partners's portfolio in Q2 2026, its #63 holding.
Cary Street Partners 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.
Cary Street Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $38.7M in Q4 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.