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

Magnolia Capital Advisors’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	$2.49M	Buy	25,473 +5,151	+25%	+$536K	0.49%	57
2025 Q4	$2.17M	Buy	20,322 +1,568	+8%	+$166K	0.46%	54
2025 Q3	$1.96M	Buy	18,754 +803	+4%	+$80K	0.51%	56
2025 Q2	$1.71M	Buy	17,951 +4,389	+32%	+$376K	0.43%	61
2025 Q1	$1.09M	Buy	13,562 +5,633	+71%	+$492K	0.3%	89
2024 Q4	$697K	Buy	+7,929	New	+$685K	0.18%	127

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Magnolia Capital Advisors's SPYG Position: Q1 2026 in Review

Magnolia Capital Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, buying an estimated $536K and bringing the position to 25,473 shares worth $2.49M. The position accounts for 0.49% of the portfolio, ranked #57.

Magnolia Capital Advisors first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Magnolia Capital Advisors held 25,473 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.49M as of Q1 2026.
Magnolia Capital Advisors bought 5,151 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $536K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.49% of Magnolia Capital Advisors's portfolio in Q1 2026, its #57 holding.
Magnolia Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.