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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
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
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

Interchange Capital Partners's SPYG Position: Q1 2026 in Review

Interchange Capital Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q1 2026, buying an estimated $96K and bringing the position to 14,936 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #65.

Interchange Capital Partners first reported a position in SPYG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q2 2023. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Interchange Capital Partners held 14,936 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.2M as of Q1 2026.
  • Interchange Capital Partners bought 922 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $96K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.38% of Interchange Capital Partners's portfolio in Q1 2026, its #65 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 15 quarters since.
  • Interchange Capital Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.63M in Q2 2023.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.