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 Q2	$89.2K	Hold	750	–	–	0.01%	350
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 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

Howe & Rusling's SPYG Position: Q2 2026 in Review

Howe & Rusling held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 750 shares worth $89.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Howe & Rusling first reported a position in SPYG in Q4 2018 and has held it in 11 quarters since. The position peaked at $247K in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Howe & Rusling held 750 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $89.2K as of Q2 2026.
Howe & Rusling left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #350 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 11 quarters since.
Howe & Rusling's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $247K 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 Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.