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

Howe & Rusling’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 		$73.4K Sell
750
-459
-38% -$47.8K ﹤0.01% 343
2025
Q4 		$129K Sell
1,209
-37
-3% -$3.92K 0.01% 319
2025
Q3 		$130K Hold
1,246
– – 0.01% 308
2025
Q2 		$119K Buy
1,246
+511
+70% +$43.8K 0.01% 308
2025
Q1 		$59K Sell
735
-2,071
-74% -$181K 0.01% 322
2024
Q4 		$247K Buy
+2,806
New +$242K 0.02% 225
2024
Q3 		– Sell
-907
Closed -$72.7K – 422
2024
Q2 		$72.7K Buy
+907
New +$67.7K 0.01% 273
2024
Q1 		– Sell
-26
Closed -$1.69K – 413
2023
Q4 		$1.69K Buy
+26
New +$1.6K ﹤0.01% 367
2022
Q4 		– Sell
-232
Closed -$12K – 926
2022
Q3 		$12K Buy
+232
New +$13.1K ﹤0.01% 513
2019
Q1 		– Sell
-1,690
Closed -$55K – 881
2018
Q4 		$55K Buy
+1,690
New +$59.1K 0.01% 252

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

Howe & Rusling's SPYG Position: Q1 2026 in Review

Howe & Rusling reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 38% in Q1 2026, selling an estimated $47.8K and leaving 750 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Howe & Rusling first reported a position in SPYG in Q4 2018 and has held it in 10 quarters since. The position peaked at $247K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Howe & Rusling held 750 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $73.4K as of Q1 2026.
  • Howe & Rusling sold 459 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $47.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #343 holding.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 10 quarters since.
  • Howe & Rusling's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $247K 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 Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.