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Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Matthew Hamilton Rosenberg’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 		$148K Hold
1,245
– – 0.03% 288
2026
Q1 		$122K Hold
1,245
– – 0.03% 293
2025
Q4 		$133K Hold
1,245
– – 0.03% 282
2025
Q3 		$130K Hold
1,245
– – 0.03% 272
2025
Q2 		$119K Buy
+1,245
New +$107K 0.03% 295
2021
Q1 		– Sell
-12
Closed -$1K – 562
2020
Q4 		$1K Buy
+12
New +$631 ﹤0.01% 533

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Matthew Hamilton Rosenberg's SPYG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 1,245 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #288.

Matthew Hamilton Rosenberg first reported a position in SPYG in Q4 2020 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,245 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $148K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #288 holding.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.