Choate Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Choate Investment Advisors’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	$361K	Hold	3,033	–	–	0.01%	371
2026 Q1	$297K	Hold	3,033	–	–	0.01%	377
2025 Q4	$324K	Hold	3,033	–	–	0.01%	366
2025 Q3	$317K	Buy	3,033 +172	+6%	+$17.1K	0.01%	353
2025 Q2	$273K	Hold	2,861	–	–	0.01%	354
2025 Q1	$230K	Hold	2,861	–	–	0.01%	365
2024 Q4	$251K	Buy	+2,861	New	+$247K	0.01%	357
2023 Q4	–	Sell	-25,442	Closed	-$1.51M	–	456
2023 Q3	$1.51M	Buy	+25,442	New	+$1.56M	0.06%	124

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

Choate Investment Advisors's SPYG Position: Q2 2026 in Review

Choate Investment Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 3,033 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #371.

Choate Investment Advisors first reported a position in SPYG in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2023. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Choate Investment Advisors held 3,033 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $361K as of Q2 2026.
Choate Investment Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #371 holding.
Choate Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Choate Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.51M in Q3 2023.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.