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

Evanson Asset 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 Q1	$324K	Buy	3,313 +709	+27%	+$73.8K	0.02%	241
2025 Q4	$278K	Hold	2,604	–	–	0.02%	278
2025 Q3	$272K	Hold	2,604	–	–	0.02%	274
2025 Q2	$248K	Hold	2,604	–	–	0.02%	291
2025 Q1	$209K	Sell	2,604 -148	-5%	-$12.9K	0.01%	294
2024 Q4	$242K	Hold	2,752	–	–	0.02%	276
2024 Q3	$228K	Hold	2,752	–	–	0.02%	284
2024 Q2	$221K	Hold	2,752	–	–	0.02%	274
2024 Q1	$201K	Buy	+2,752	New	+$192K	0.02%	293

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

Evanson Asset Management's SPYG Position: Q1 2026 in Review

Evanson Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 27% in Q1 2026, buying an estimated $73.8K and bringing the position to 3,313 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #241.

Evanson Asset Management first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Evanson Asset Management held 3,313 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $324K as of Q1 2026.
Evanson Asset Management bought 709 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $73.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #241 holding.
Evanson Asset Management 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.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.