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

Freestone Capital Holdings’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	$4.84M	Buy	40,644 +4,752	+13%	+$543K	0.13%	109
2026 Q1	$3.51M	Sell	35,892 -15,868	-31%	-$1.65M	0.11%	129
2025 Q4	$5.52M	Buy	51,760 +3,960	+8%	+$420K	0.16%	90
2025 Q3	$5M	Buy	+47,800	New	+$4.76M	0.15%	102
2021 Q1	–	Sell	-847	Closed	-$46.8K	–	1029
2020 Q4	$46.8K	Buy	+847	New	+$44.5K	﹤0.01%	581

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

Freestone Capital Holdings's SPYG Position: Q2 2026 in Review

Freestone Capital Holdings increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q2 2026, buying an estimated $543K and bringing the position to 40,644 shares worth $4.84M. The position accounts for 0.13% of the portfolio, ranked #109.

Freestone Capital Holdings first reported a position in SPYG in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.52M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Freestone Capital Holdings held 40,644 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.84M as of Q2 2026.
Freestone Capital Holdings bought 4,752 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $543K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Freestone Capital Holdings's portfolio in Q2 2026, its #109 holding.
Freestone Capital Holdings first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 5 quarters since.
Freestone Capital Holdings's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.52M in Q4 2025.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.