JSL
SPYG icon

JT Stratford LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

JT Stratford LLC’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 		$474K Buy
4,844
+49
+1% +$5.1K 0.06% 218
2025
Q4 		$512K Sell
4,795
-616
-11% -$65.3K 0.07% 215
2025
Q3 		$566K Buy
5,411
+79
+1% +$7.87K 0.08% 206
2025
Q2 		$508K Buy
5,332
+173
+3% +$14.8K 0.08% 195
2025
Q1 		$415K Buy
5,159
+69
+1% +$6.02K 0.07% 209
2024
Q4 		$447K Buy
5,090
+246
+5% +$21.3K 0.07% 206
2024
Q3 		$402K Buy
4,844
+5
+0.1% +$400 0.07% 217
2024
Q2 		$388K Buy
4,839
+22
+0.5% +$1.64K 0.07% 210
2024
Q1 		$352K Buy
4,817
+162
+3% +$11.3K 0.07% 210
2023
Q4 		$303K Buy
4,655
+59
+1% +$3.64K 0.07% 208
2023
Q3 		$272K Sell
4,596
-366
-7% -$22.4K 0.07% 204
2023
Q2 		$303K Buy
4,962
+292
+6% +$16.7K 0.08% 197
2023
Q1 		$259K Sell
4,670
-109
-2% -$5.77K 0.07% 202
2022
Q4 		$242K Sell
4,779
-36,072
-88% -$1.88M 0.08% 196
2022
Q3 		$2.05M Buy
40,851
+2,055
+5% +$116K 0.73% 34
2022
Q2 		$2.03M Buy
38,796
+13,379
+53% +$767K 0.64% 40
2022
Q1 		$1.68M Buy
25,417
+1,140
+5% +$74.2K 0.49% 60
2021
Q4 		$1.76M Buy
24,277
+1,366
+6% +$95.4K 0.48% 59
2021
Q3 		$1.47M Buy
22,911
+1,569
+7% +$104K 0.45% 62
2021
Q2 		$1.34M Buy
21,342
+336
+2% +$20.2K 0.43% 65
2021
Q1 		$1.19M Buy
21,006
+2,215
+12% +$124K 0.42% 62
2020
Q4 		$1.04M Buy
18,791
+574
+3% +$30.2K 0.39% 65
2020
Q3 		$913K Buy
+18,217
New +$893K 0.39% 66

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

JT Stratford LLC's SPYG Position: Q1 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1% in Q1 2026, buying an estimated $5.1K and bringing the position to 4,844 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #218.

JT Stratford LLC first reported a position in SPYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q3 2022. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • JT Stratford LLC held 4,844 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $474K as of Q1 2026.
  • JT Stratford LLC bought 49 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of JT Stratford LLC's portfolio in Q1 2026, its #218 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.05M in Q3 2022.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.