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SPYG icon

Dakota Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Dakota Wealth Management’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 		$87.3M Buy
733,889
+167,069
+29% +$19.1M 1.67% 10
2026
Q1 		$55.5M Buy
566,820
+233,570
+70% +$24.3M 1.2% 18
2025
Q4 		$35.6M Buy
333,250
+11,141
+3% +$1.18M 0.63% 33
2025
Q3 		$33.7M Sell
322,109
-21,566
-6% -$2.15M 0.68% 32
2025
Q2 		$32.8M Buy
343,675
+115,275
+50% +$9.88M 0.69% 31
2025
Q1 		$18.4M Buy
228,400
+14,155
+7% +$1.24M 0.43% 49
2024
Q4 		$18.8M Buy
214,245
+9,749
+5% +$842K 0.43% 45
2024
Q3 		$17M Buy
204,496
+11,950
+6% +$955K 0.38% 51
2024
Q2 		$15.4M Buy
192,546
+28,861
+18% +$2.16M 0.36% 50
2024
Q1 		$12M Buy
163,685
+18,864
+13% +$1.31M 0.3% 78
2023
Q4 		$9.42M Buy
144,821
+22,752
+19% +$1.4M 0.37% 79
2023
Q3 		$7.24M Buy
122,069
+11,932
+11% +$731K 0.32% 83
2023
Q2 		$6.72M Buy
110,137
+7,577
+7% +$434K 0.32% 82
2023
Q1 		$5.68M Buy
102,560
+53,021
+107% +$2.81M 0.38% 72
2022
Q4 		$2.51M Buy
49,539
+15,438
+45% +$803K 0.18% 131
2022
Q3 		$1.71M Buy
34,101
+11,805
+53% +$664K 0.14% 162
2022
Q2 		$1.17M Buy
22,296
+6,860
+44% +$393K 0.11% 175
2022
Q1 		$1.02M Buy
15,436
+4,002
+35% +$260K 0.08% 191
2021
Q4 		$829K Buy
11,434
+4,626
+68% +$323K 0.09% 179
2021
Q3 		$436K Buy
6,808
+1,553
+30% +$103K 0.05% 250
2021
Q2 		$331K Sell
5,255
-2,689
-34% -$161K 0.04% 267
2021
Q1 		$448K Buy
7,944
+203
+3% +$11.4K 0.06% 220
2020
Q4 		$428K Sell
7,741
-1,295
-14% -$68.1K 0.06% 220
2020
Q3 		$453K Sell
9,036
-1,482
-14% -$72.6K 0.07% 188
2020
Q2 		$472K Buy
+10,518
New +$437K 0.08% 172

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

Dakota Wealth Management's SPYG Position: Q2 2026 in Review

Dakota Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 29% in Q2 2026, buying an estimated $19.1M and bringing the position to 733,889 shares worth $87.3M. The position accounts for 1.67% of the portfolio, ranked #10.

Dakota Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 25 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Dakota Wealth Management held 733,889 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $87.3M as of Q2 2026.
  • Dakota Wealth Management bought 167,069 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $19.1M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.67% of Dakota Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Dakota Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.