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

Grandview 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	–	Sell	-2,293	Closed	-$245K	–	147
2025 Q4	$245K	Buy	2,293 +8	+0.4%	+$848	0.07%	127
2025 Q3	$239K	Buy	+2,285	New	+$228K	0.07%	132
2021 Q2	–	Sell	-791	Closed	-$45K	–	410
2021 Q1	$45K	Buy	+791	New	+$44.3K	0.02%	215

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

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

Grandview Asset Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 2,293 shares — an estimated $245K sold.

Grandview Asset Management first reported a position in SPYG in Q1 2021 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Grandview Asset Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Grandview Asset Management sold 2,293 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $245K.
Grandview Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and held it in 3 quarters.
Grandview Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $245K 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 Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.