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

Interchange Capital Partners’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	$1.38M	Sell	11,570 -3,366	-23%	-$385K	0.26%	90
2026 Q1	$1.2M	Buy	14,936 +922	+7%	+$96K	0.38%	65
2025 Q4	$1.5M	Sell	14,014 -102	-0.7%	-$10.8K	0.28%	76
2025 Q3	$1.48M	Sell	14,116 -569	-4%	-$56.7K	0.29%	69
2025 Q2	$1.4M	Sell	14,685 -251	-2%	-$21.5K	0.32%	66
2025 Q1	$1.2M	Sell	14,936 -398	-3%	-$34.7K	0.34%	65
2024 Q4	$1.35M	Sell	15,334 -2,219	-13%	-$192K	0.49%	60
2024 Q3	$1.46M	Sell	17,553 -647	-4%	-$51.7K	0.51%	53
2024 Q2	$1.46M	Sell	18,200 -3,904	-18%	-$292K	0.53%	47
2024 Q1	$1.59M	Sell	22,104 -1,070	-5%	-$74.5K	1.08%	22
2023 Q4	$1.51M	Sell	23,174 -2,786	-11%	-$172K	1.13%	21
2023 Q3	$1.54M	Sell	25,960 -827	-3%	-$50.7K	1.22%	22
2023 Q2	$1.63M	Sell	26,787 -1,213	-4%	-$69.5K	1.25%	21
2023 Q1	$1.55M	Sell	28,000 -573	-2%	-$30.3K	0.84%	27
2022 Q4	$1.45M	Buy	28,573 +13,797	+93%	+$718K	1.48%	16
2022 Q3	$740K	Buy	+14,776	New	+$831K	0.81%	32

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

Interchange Capital Partners's SPYG Position: Q2 2026 in Review

Interchange Capital Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 23% in Q2 2026, selling an estimated $385K and leaving 11,570 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #90.

Interchange Capital Partners first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q2 2023. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Interchange Capital Partners held 11,570 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.38M as of Q2 2026.
Interchange Capital Partners sold 3,366 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $385K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Interchange Capital Partners's portfolio in Q2 2026, its #90 holding.
Interchange Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Interchange Capital Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.63M in Q2 2023.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.