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Investment Research & Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Investment Research & Advisory Group’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 		$78.3K Buy
658
+1
+0.2% +$114 0.02% 109
2026
Q1 		$64.3K Buy
657
+610
+1,298% +$63.5K 0.02% 112
2025
Q4 		$5.01K Buy
+47
New +$4.98K ﹤0.01% 219

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Investment Research & Advisory Group's SPYG Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.15% in Q2 2026, buying an estimated $114 and bringing the position to 658 shares worth $78.3K. The position accounts for 0.02% of the portfolio, ranked #109.

Investment Research & Advisory Group first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Investment Research & Advisory Group held 658 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $78.3K as of Q2 2026.
  • Investment Research & Advisory Group bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Investment Research & Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.