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

Clear Investment Research’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	–	Sell	-1,338	Closed	-$131K	–	197
2026 Q1	$131K	Buy	+1,338	New	+$139K	0.21%	72
2025 Q4	–	Sell	-1,334	Closed	-$139K	–	208
2025 Q3	$139K	Buy	1,334 +2	+0.2%	+$199	0.19%	76
2025 Q2	$127K	Buy	1,332 +2	+0.2%	+$171	0.16%	78
2025 Q1	$107K	Buy	1,330 +2	+0.2%	+$175	0.14%	76
2024 Q4	$117K	Buy	1,328 +2	+0.2%	+$173	0.15%	72
2024 Q3	$110K	Buy	+1,326	New	+$106K	0.14%	74
2024 Q1	–	Sell	-1,020	Closed	-$66.4K	–	259
2023 Q4	$66.4K	Buy	+1,020	New	+$62.9K	0.09%	98

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

Clear Investment Research's SPYG Position: Q2 2026 in Review

Clear Investment Research sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 1,338 shares — an estimated $131K sold.

Clear Investment Research first reported a position in SPYG in Q4 2023 and held it in 7 quarters. The position peaked at $139K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Clear Investment Research reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 1,338 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $131K.
Clear Investment Research first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and held it in 7 quarters.
Clear Investment Research's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $139K in Q3 2025.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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