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

Diversified 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	$622K	Sell	5,230 -8,552	-62%	-$978K	0.13%	82
2026 Q1	$1.35M	Buy	13,782 +8,755	+174%	+$912K	0.23%	102
2025 Q4	$536K	Buy	+5,027	New	+$533K	0.13%	95

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

Diversified Management's SPYG Position: Q2 2026 in Review

Diversified Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 62% in Q2 2026, selling an estimated $978K and leaving 5,230 shares worth $622K. The position accounts for 0.13% of the portfolio, ranked #82.

Diversified Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 1,399 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Diversified Management held 5,230 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $622K as of Q2 2026.
Diversified Management sold 8,552 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $978K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Diversified Management's portfolio in Q2 2026, its #82 holding.
Diversified Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Diversified Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.35M in Q1 2026.
1,399 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.