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

Ebert 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	$604K	Hold	5,075	–	–	0.57%	22
2026 Q1	$497K	Hold	5,075	–	–	0.51%	22
2025 Q4	$544K	Buy	+5,075	New	+$538K	0.53%	21

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

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

Ebert Capital Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 5,075 shares worth $604K. The position accounts for 0.57% of the portfolio, ranked #22.

Ebert Capital Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Ebert Capital Management held 5,075 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $604K as of Q2 2026.
Ebert Capital Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.57% of Ebert Capital Management's portfolio in Q2 2026, its #22 holding.
Ebert Capital 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.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Ebert Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.