Dorsey & Whitney Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Dorsey & Whitney Trust’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 Q1	$313K	Sell	3,194 -10	-0.3%	-$1.04K	0.02%	551
2025 Q4	$342K	Sell	3,204 -3	-0.1%	-$318	0.02%	517
2025 Q3	$335K	Sell	3,207 -14	-0.4%	-$1.39K	0.02%	511
2025 Q2	$307K	Sell	3,221 -224	-7%	-$19.2K	0.02%	529
2025 Q1	$277K	Buy	3,445 +22	+0.6%	+$1.92K	0.02%	537
2024 Q4	$301K	Hold	3,423	–	–	0.02%	519
2024 Q3	$284K	Sell	3,423 -9	-0.3%	-$719	0.02%	536
2024 Q2	$275K	Hold	3,432	–	–	0.02%	501
2024 Q1	$251K	Buy	+3,432	New	+$239K	0.02%	534

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Dorsey & Whitney Trust's SPYG Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.31% in Q1 2026, selling an estimated $1.04K and leaving 3,194 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #551.

Dorsey & Whitney Trust first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Dorsey & Whitney Trust held 3,194 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $313K as of Q1 2026.
Dorsey & Whitney Trust sold 10 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.04K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #551 holding.
Dorsey & Whitney Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Dorsey & Whitney Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $342K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.