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 Q2	$4.72M	Sell	39,680 -519	-1%	-$59.3K	0.22%	53
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 $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

Greenwood Gearhart's SPYG Position: Q2 2026 in Review

Greenwood Gearhart reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, selling an estimated $59.3K and leaving 39,680 shares worth $4.72M. The position accounts for 0.22% of the portfolio, ranked #53.

Greenwood Gearhart first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.9M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Greenwood Gearhart held 39,680 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.72M as of Q2 2026.
Greenwood Gearhart sold 519 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $59.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of Greenwood Gearhart's portfolio in Q2 2026, its #53 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 7 quarters since.
Greenwood Gearhart's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.9M in Q4 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.