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 Q2	$3.19M	Buy	26,789 +1,316	+5%	+$150K	0.55%	53
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 $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 22.9% 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

Magnolia Capital Advisors's SPYG Position: Q2 2026 in Review

Magnolia Capital Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.2% in Q2 2026, buying an estimated $150K and bringing the position to 26,789 shares worth $3.19M. The position accounts for 0.55% of the portfolio, ranked #53.

Magnolia Capital Advisors first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Magnolia Capital Advisors held 26,789 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.19M as of Q2 2026.
Magnolia Capital Advisors bought 1,316 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.55% of Magnolia Capital Advisors's portfolio in Q2 2026, its #53 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 7 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.