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Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Gladstone Institutional Advisory’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 		$33.9M Buy
346,165
+20,984
+6% +$2.19M 1.26% 14
2025
Q4 		$34.7M Buy
325,181
+10,201
+3% +$1.08M 1.31% 12
2025
Q3 		$32.9M Sell
314,980
-6,231
-2% -$621K 1.27% 13
2025
Q2 		$30.6M Buy
321,211
+32,295
+11% +$2.77M 1.26% 13
2025
Q1 		$23.2M Buy
288,916
+13,694
+5% +$1.2M 1.08% 14
2024
Q4 		$24.2M Buy
275,222
+48,526
+21% +$4.19M 1.12% 14
2024
Q3 		$18.8M Buy
226,696
+173,920
+330% +$13.9M 0.92% 19
2024
Q2 		$4.23M Buy
52,776
+28,457
+117% +$2.13M 0.22% 122
2024
Q1 		$1.78M Buy
24,319
+15,249
+168% +$1.06M 0.1% 221
2023
Q4 		$590K Buy
9,070
+785
+9% +$48.4K 0.03% 381
2023
Q3 		$491K Sell
8,285
-25,139
-75% -$1.54M 0.03% 392
2023
Q2 		$2.04M Buy
33,424
+11,173
+50% +$640K 0.12% 195
2023
Q1 		$1.23M Buy
22,251
+341
+2% +$18.1K 0.08% 246
2022
Q4 		$1.11M Buy
21,910
+17,377
+383% +$904K 0.08% 262
2022
Q3 		$227K Buy
+4,533
New +$255K 0.02% 558
2022
Q2 		– Sell
-247,765
Closed -$16.4M – 728
2022
Q1 		$16.4M Sell
247,765
-14,728
-6% -$958K 1.11% 11
2021
Q4 		$19M Buy
+262,493
New +$18.3M 1.47% 6

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Gladstone Institutional Advisory's SPYG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.5% in Q1 2026, buying an estimated $2.19M and bringing the position to 346,165 shares worth $33.9M. The position accounts for 1.26% of the portfolio, ranked #14.

Gladstone Institutional Advisory first reported a position in SPYG in Q4 2021 and has held it in 17 quarters since. The position peaked at $34.7M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Gladstone Institutional Advisory held 346,165 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $33.9M as of Q1 2026.
  • Gladstone Institutional Advisory bought 20,984 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.19M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.26% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #14 holding.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $34.7M 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 Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.