Hill Island Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Hill Island Financial’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	$4.35M	Sell	44,449 -396	-0.9%	-$41.2K	1.06%	17
2025 Q4	$4.78M	Sell	44,845 -7,391	-14%	-$784K	1.15%	18
2025 Q3	$5.46M	Sell	52,236 -1,193	-2%	-$119K	1.36%	16
2025 Q2	$5.09M	Sell	53,429 -4,236	-7%	-$363K	1.42%	14
2025 Q1	$4.63M	Sell	57,665 -1,984	-3%	-$173K	1.36%	13
2024 Q4	$5.24M	Sell	59,649 -3,818	-6%	-$330K	1.53%	15
2024 Q3	$5.26M	Sell	63,467 -1,139	-2%	-$91K	1.59%	12
2024 Q2	$5.18M	Sell	64,606 -4,902	-7%	-$366K	1.69%	12
2024 Q1	$5.08M	Sell	69,508 -8,603	-11%	-$599K	1.68%	12
2023 Q4	$5.08M	Buy	78,111 +176	+0.2%	+$10.9K	1.73%	12
2023 Q3	$4.62M	Sell	77,935 -963	-1%	-$59K	1.84%	12
2023 Q2	$4.81M	Buy	78,898 +6	+0%	+$344	1.82%	12
2023 Q1	$4.38M	Buy	78,892 +603	+0.8%	+$31.9K	1.77%	12
2022 Q4	$3.97M	Buy	+78,289	New	+$4.07M	1.72%	13
2022 Q2	–	Sell	-3,518	Closed	-$233K	–	56
2022 Q1	$233K	Buy	3,518 +6	+0.2%	+$390	0.09%	50
2021 Q4	$255K	Buy	+3,512	New	+$245K	0.09%	49

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

Hill Island Financial's SPYG Position: Q1 2026 in Review

Hill Island Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.88% in Q1 2026, selling an estimated $41.2K and leaving 44,449 shares worth $4.35M. The position accounts for 1.06% of the portfolio, ranked #17.

Hill Island Financial first reported a position in SPYG in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.46M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Hill Island Financial held 44,449 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.35M as of Q1 2026.
Hill Island Financial sold 396 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $41.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.06% of Hill Island Financial's portfolio in Q1 2026, its #17 holding.
Hill Island Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Hill Island Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.46M in Q3 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 Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.