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SPYG icon

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

Clearstead 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 		$160K Buy
1,340
+4
+0.3% +$457 ﹤0.01% 1123
2026
Q1 		$131K Buy
1,336
+4
+0.3% +$417 ﹤0.01% 1080
2025
Q4 		$142K Buy
1,332
+14
+1% +$1.48K ﹤0.01% 1014
2025
Q3 		$138K Buy
1,318
+351
+36% +$35K ﹤0.01% 961
2025
Q2 		$92.2K Buy
967
+480
+99% +$41.1K ﹤0.01% 1089
2025
Q1 		$39.1K Hold
487
– – ﹤0.01% 1234
2024
Q4 		$42.8K Buy
487
+1
+0.2% +$86 ﹤0.01% 1201
2024
Q3 		$40.3K Buy
486
+2
+0.4% +$160 ﹤0.01% 1252
2024
Q2 		$38.8K Hold
484
– – ﹤0.01% 1217
2024
Q1 		$35.5K Hold
484
– – ﹤0.01% 842
2023
Q4 		$31.5K Sell
484
-484
-50% -$29.8K ﹤0.01% 856
2023
Q3 		$57.4K Buy
968
+584
+152% +$35.8K ﹤0.01% 861
2023
Q2 		$23.4K Hold
384
– – ﹤0.01% 876
2023
Q1 		$21.3K Sell
384
-2,086
-84% -$110K ﹤0.01% 844
2022
Q4 		$125K Buy
2,470
+1,463
+145% +$76.1K 0.01% 462
2022
Q3 		$50K Sell
1,007
-336
-25% -$18.9K ﹤0.01% 606
2022
Q2 		$70K Sell
1,343
-2,512
-65% -$144K 0.01% 555
2022
Q1 		$255K Sell
3,855
-2,996
-44% -$195K 0.02% 374
2021
Q4 		$496K Buy
6,851
+3,012
+78% +$210K 0.03% 256
2021
Q3 		$246K Buy
+3,839
New +$254K 0.02% 340

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's SPYG Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.3% in Q2 2026, buying an estimated $457 and bringing the position to 1,340 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Clearstead Advisors first reported a position in SPYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $496K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Clearstead Advisors held 1,340 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $160K as of Q2 2026.
  • Clearstead Advisors bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $457.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1123 holding.
  • Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $496K in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.