HI
SPYG icon

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

Harbour Investments’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 		$10.5M Buy
107,572
+2,635
+3% +$274K 0.16% 117
2025
Q4 		$11.2M Buy
104,937
+2,780
+3% +$295K 0.23% 84
2025
Q3 		$10.7M Sell
102,157
-13,580
-12% -$1.35M 0.24% 77
2025
Q2 		$11M Buy
115,737
+28,755
+33% +$2.47M 0.28% 63
2025
Q1 		$6.99M Sell
86,982
-788
-0.9% -$68.8K 0.2% 97
2024
Q4 		$7.71M Buy
87,770
+735
+0.8% +$63.5K 0.22% 78
2024
Q3 		$7.22M Sell
87,035
-1,379
-2% -$110K 0.22% 79
2024
Q2 		$7.08M Sell
88,414
-1,919
-2% -$143K 0.24% 74
2024
Q1 		$6.61M Buy
90,333
+1,347
+2% +$93.8K 0.23% 76
2023
Q4 		$5.79M Buy
88,986
+4,061
+5% +$250K 0.24% 71
2023
Q3 		$5.03M Buy
84,925
+3,201
+4% +$196K 0.25% 73
2023
Q2 		$4.99M Sell
81,724
-3,197
-4% -$183K 0.25% 72
2023
Q1 		$4.7M Buy
84,921
+10,580
+14% +$560K 0.26% 65
2022
Q4 		$3.77M Buy
74,341
+7,731
+12% +$402K 0.23% 75
2022
Q3 		$3.48M Hold
66,610
– – 0.24% 75
2022
Q2 		$3.48M Buy
+66,610
New +$3.82M 0.24% 75
2021
Q4 		$4.81M Sell
66,411
-12,082
-15% -$843K 0.29% 62
2021
Q3 		$5.03M Sell
78,493
-3,564
-4% -$235K 0.16% 117
2021
Q2 		$5.17M Buy
82,057
+5,907
+8% +$354K 0.16% 119
2021
Q1 		$4.29M Buy
+76,150
New +$4.27M 0.15% 129

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

Harbour Investments's SPYG Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q1 2026, buying an estimated $274K and bringing the position to 107,572 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #117.

Harbour Investments first reported a position in SPYG in Q1 2021 and has held it in 20 quarters since. The position peaked at $11.2M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Harbour Investments held 107,572 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.5M as of Q1 2026.
  • Harbour Investments bought 2,635 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $274K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Harbour Investments's portfolio in Q1 2026, its #117 holding.
  • Harbour Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.2M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.