Idaho Trust Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Idaho Trust Bank’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	$2.97M	Sell	30,295 -7,792	-20%	-$811K	0.96%	26
2025 Q4	$4.06M	Sell	38,087 -7,542	-17%	-$800K	1.35%	24
2025 Q3	$4.77M	Sell	45,629 -29,888	-40%	-$2.98M	1.61%	22
2025 Q2	$7.2M	Sell	75,517 -2,738	-3%	-$235K	2.57%	10
2025 Q1	$6.29M	Buy	+78,255	New	+$6.83M	2.56%	10
2024 Q2	–	Sell	-12,773	Closed	-$934K	–	138
2024 Q1	$934K	Buy	+12,773	New	+$889K	0.9%	34

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

Idaho Trust Bank's SPYG Position: Q1 2026 in Review

Idaho Trust Bank reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q1 2026, selling an estimated $811K and leaving 30,295 shares worth $2.97M. The position accounts for 0.96% of the portfolio, ranked #26.

Idaho Trust Bank first reported a position in SPYG in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.2M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Idaho Trust Bank held 30,295 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.97M as of Q1 2026.
Idaho Trust Bank sold 7,792 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $811K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.96% of Idaho Trust Bank's portfolio in Q1 2026, its #26 holding.
Idaho Trust Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
Idaho Trust Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.2M 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 Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.