MP
SPYG icon

McDonald Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

McDonald Partners’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 		$2.15M Sell
21,916
-250
-1% -$26K 0.51% 56
2025
Q4 		$2.37M Sell
22,166
-1,857
-8% -$197K 0.75% 36
2025
Q3 		$2.51M Buy
24,023
+1,615
+7% +$161K 0.75% 38
2025
Q2 		$2.14M Sell
22,408
-887
-4% -$76K 0.51% 53
2025
Q1 		$1.87M Sell
23,295
-29
-0.1% -$2.53K 0.49% 60
2024
Q4 		$2.05M Sell
23,324
-1,087
-4% -$93.9K 0.52% 53
2024
Q3 		$2.02M Sell
24,411
-1,010
-4% -$80.7K 0.51% 56
2024
Q2 		$2.04M Buy
25,421
+268
+1% +$20K 0.55% 50
2024
Q1 		$1.84M Sell
25,153
-1,299
-5% -$90.4K 0.51% 56
2023
Q4 		$1.72M Sell
26,452
-724
-3% -$44.6K 0.51% 53
2023
Q3 		$1.61M Sell
27,176
-1,050
-4% -$64.3K 0.52% 53
2023
Q2 		$1.72M Sell
28,226
-748
-3% -$42.8K 0.53% 55
2023
Q1 		$1.6M Sell
28,974
-445
-2% -$23.6K 0.52% 53
2022
Q4 		$1.49M Buy
29,419
+20,476
+229% +$1.07M 0.51% 57
2022
Q3 		$448K Sell
8,943
-351
-4% -$19.7K 0.17% 148
2022
Q2 		$486K Sell
9,294
-577
-6% -$33.1K 0.12% 180
2022
Q1 		$654K Buy
9,871
+7,446
+307% +$485K 0.14% 170
2021
Q4 		$176K Sell
2,425
-9,634
-80% -$673K 0.16% 71
2021
Q3 		$772K Sell
12,059
-1,350
-10% -$89.1K 0.18% 148
2021
Q2 		$844K Sell
13,409
-1,463
-10% -$87.8K 0.2% 132
2021
Q1 		$839K Buy
14,872
+163
+1% +$9.13K 0.22% 131
2020
Q4 		$813K Buy
+14,709
New +$773K 0.23% 118

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

McDonald Partners's SPYG Position: Q1 2026 in Review

McDonald Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q1 2026, selling an estimated $26K and leaving 21,916 shares worth $2.15M. The position accounts for 0.51% of the portfolio, ranked #56.

McDonald Partners first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • McDonald Partners held 21,916 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.15M as of Q1 2026.
  • McDonald Partners sold 250 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $26K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.51% of McDonald Partners's portfolio in Q1 2026, its #56 holding.
  • McDonald Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.51M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.