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

Ground Swell Capital’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	$270K	Buy	+2,756	New	+$287K	0.53%	40
2025 Q3	–	Sell	-3,395	Closed	-$324K	–	228
2025 Q2	$324K	Buy	+3,395	New	+$291K	0.51%	25

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

Ground Swell Capital's SPYG Position: Q1 2026 in Review

Ground Swell Capital opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026: 2,756 shares worth $270K. The stake represents 0.53% of the portfolio and ranks #40 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in SPYG as recently as Q2 2025.

Ground Swell Capital first reported a position in SPYG in Q2 2025 and has held it in 2 quarters since. The position peaked at $324K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Ground Swell Capital held 2,756 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $270K as of Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Ground Swell Capital position in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.53% of Ground Swell Capital's portfolio in Q1 2026, its #40 holding.
Ground Swell Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 2 quarters since.
Ground Swell Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $324K in Q2 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 Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.