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

Donaldson Capital 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	$487K	Buy	4,089 +44	+1%	+$5.03K	0.01%	216
2026 Q1	$396K	Sell	4,045 -884	-18%	-$92.1K	0.01%	191
2025 Q4	$526K	Sell	4,929 -7	-0.1%	-$742	0.02%	172
2025 Q3	$516K	Buy	4,936 +724	+17%	+$72.1K	0.02%	175
2025 Q2	$401K	Buy	4,212 +88	+2%	+$7.54K	0.01%	173
2025 Q1	$331K	Sell	4,124 -1,625	-28%	-$142K	0.01%	184
2024 Q4	$505K	Buy	5,749 +430	+8%	+$37.2K	0.02%	170
2024 Q3	$441K	Buy	5,319 +606	+13%	+$48.4K	0.02%	174
2024 Q2	$378K	Hold	4,713	–	–	0.02%	174
2024 Q1	$345K	Sell	4,713 -9	-0.2%	-$626	0.01%	175
2023 Q4	$307K	Buy	4,722 +854	+22%	+$52.7K	0.01%	188
2023 Q3	$229K	Sell	3,868 -617	-14%	-$37.8K	0.01%	212
2023 Q2	$274K	Sell	4,485 -803	-15%	-$46K	0.01%	193
2023 Q1	$293K	Sell	5,288 -291	-5%	-$15.4K	0.01%	188
2022 Q4	$283K	Sell	5,579 -161	-3%	-$8.38K	0.01%	203
2022 Q3	$288K	Buy	5,740 +40	+0.7%	+$2.25K	0.02%	191
2022 Q2	$298K	Sell	5,700 -1,186	-17%	-$68K	0.02%	197
2022 Q1	$456K	Sell	6,886 -10,517	-60%	-$684K	0.02%	184
2021 Q4	$1.26M	Buy	17,403 +1,252	+8%	+$87.4K	0.06%	110
2021 Q3	$1.03M	Buy	16,151 +25	+0.2%	+$1.65K	0.05%	110
2021 Q2	$1.01M	Buy	16,126 +9,116	+130%	+$547K	0.05%	108
2021 Q1	$395K	Sell	7,010 -1,101	-14%	-$61.7K	0.02%	197
2020 Q4	$448K	Buy	8,111 +1,794	+28%	+$94.3K	0.03%	174
2020 Q3	$317K	Buy	+6,317	New	+$310K	0.02%	189

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

Donaldson Capital Management's SPYG Position: Q2 2026 in Review

Donaldson Capital Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, buying an estimated $5.03K and bringing the position to 4,089 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #216.

Donaldson Capital Management first reported a position in SPYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.26M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Donaldson Capital Management held 4,089 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $487K as of Q2 2026.
Donaldson Capital Management bought 44 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.03K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #216 holding.
Donaldson Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
Donaldson Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.26M in Q4 2021.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.