EI
SPYG icon

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

Ellevest Inc’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 		$1.12M Buy
11,901
+4,860
+69% +$556K 0.13% 110
2026
Q1 		$689K Sell
7,041
-97
-1% -$10.1K 0.1% 153
2025
Q4 		$762K Hold
7,138
– – 0.11% 140
2025
Q3 		$746K Hold
7,138
– – 0.11% 134
2025
Q2 		$680K Sell
7,138
-584
-8% -$50.1K 0.11% 138
2025
Q1 		$621K Buy
7,722
+518
+7% +$45.2K 0.04% 159
2024
Q4 		$633K Hold
7,204
– – 0.04% 163
2024
Q3 		$598K Sell
7,204
-255
-3% -$20.4K 0.03% 181
2024
Q2 		$598K Buy
7,459
+255
+4% +$19K 0.04% 171
2024
Q1 		$527K Hold
7,204
– – 0.03% 187
2023
Q4 		$469K Sell
7,204
-514
-7% -$31.7K 0.03% 194
2023
Q3 		$458K Buy
7,718
+3,015
+64% +$185K 0.04% 173
2023
Q2 		$287K Buy
4,703
+4,617
+5,369% +$264K 0.02% 282
2023
Q1 		$4.76K Buy
+86
New +$4.55K ﹤0.01% 1214
2021
Q2 		– Sell
-239
Closed -$13K – 1409
2021
Q1 		$13K Hold
239
– – ﹤0.01% 743
2020
Q4 		$13K Hold
239
– – ﹤0.01% 705
2020
Q3 		$12K Hold
239
– – ﹤0.01% 621
2020
Q2 		$11K Buy
+239
New +$9.93K ﹤0.01% 604

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

Ellevest Inc's SPYG Position: Q2 2026 in Review

Ellevest Inc increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 69% in Q2 2026, buying an estimated $556K and bringing the position to 11,901 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #110.

Ellevest Inc first reported a position in SPYG in Q2 2020 and has held it in 18 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Ellevest Inc held 11,901 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.12M as of Q2 2026.
  • Ellevest Inc bought 4,860 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $556K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Ellevest Inc's portfolio in Q2 2026, its #110 holding.
  • Ellevest Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.