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

Greenwood Gearhart’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	$3.94M	Sell	40,199 -3,109	-7%	-$324K	0.21%	50
2025 Q4	$4.62M	Sell	43,308 -10,580	-20%	-$1.12M	0.25%	49
2025 Q3	$5.63M	Sell	53,888 -6,177	-10%	-$615K	0.32%	47
2025 Q2	$5.73M	Sell	60,065 -21,236	-26%	-$1.82M	0.36%	46
2025 Q1	$6.53M	Sell	81,301 -8,591	-10%	-$750K	0.45%	45
2024 Q4	$7.9M	Buy	+89,892	New	+$7.77M	0.54%	43

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

Greenwood Gearhart's SPYG Position: Q1 2026 in Review

Greenwood Gearhart reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.2% in Q1 2026, selling an estimated $324K and leaving 40,199 shares worth $3.94M. The position accounts for 0.21% of the portfolio, ranked #50.

Greenwood Gearhart first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.9M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Greenwood Gearhart held 40,199 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.94M as of Q1 2026.
Greenwood Gearhart sold 3,109 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $324K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of Greenwood Gearhart's portfolio in Q1 2026, its #50 holding.
Greenwood Gearhart first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Greenwood Gearhart's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.9M in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Greenwood Gearhart's 13F filing for Q1 2026, filed 7 May 2026.