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SPYG icon

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

IEQ Capital’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 		$1.32M Buy
13,440
+61
+0.5% +$6.35K 0.01% 926
2025
Q4 		$1.43M Buy
13,379
+9,266
+225% +$982K ﹤0.01% 902
2025
Q3 		$430K Buy
4,113
+950
+30% +$94.6K ﹤0.01% 1373
2025
Q2 		$301K Buy
+3,163
New +$271K ﹤0.01% 1390

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

IEQ Capital's SPYG Position: Q1 2026 in Review

IEQ Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.46% in Q1 2026, buying an estimated $6.35K and bringing the position to 13,440 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #926.

IEQ Capital first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • IEQ Capital held 13,440 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.32M as of Q1 2026.
  • IEQ Capital bought 61 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.35K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #926 holding.
  • IEQ Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.43M in Q4 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.