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

McDonough Capital Management’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	$524K	Hold	5,356	–	–	0.29%	30
2025 Q4	$571K	Buy	5,356 +18	+0.3%	+$1.91K	0.28%	30
2025 Q3	$558K	Sell	5,338 -27	-0.5%	-$2.69K	0.28%	32
2025 Q2	$511K	Sell	5,365 -3	-0.1%	-$257	0.29%	32
2025 Q1	$431K	Buy	5,368 +36	+0.7%	+$3.14K	0.28%	34
2024 Q4	$469K	Buy	5,332 +73	+1%	+$6.31K	0.29%	33
2024 Q3	$436K	Buy	5,259 +69	+1%	+$5.51K	0.3%	32
2024 Q2	$416K	Sell	5,190 -94	-2%	-$7.02K	0.3%	33
2024 Q1	$387K	Sell	5,284 -47	-0.9%	-$3.27K	0.31%	33
2023 Q4	$347K	Buy	5,331 +475	+10%	+$29.3K	0.3%	32
2023 Q3	$288K	Hold	4,856	–	–	0.27%	36
2023 Q2	$296K	Buy	4,856 +27	+0.6%	+$1.55K	0.27%	33
2023 Q1	$267K	Buy	4,829 +78	+2%	+$4.13K	0.28%	36
2022 Q4	$241K	Buy	4,751 +129	+3%	+$6.71K	0.28%	39
2022 Q3	$232K	Buy	4,622 +52	+1%	+$2.93K	0.27%	37
2022 Q2	$239K	Buy	4,570 +85	+2%	+$4.87K	0.26%	36
2022 Q1	$297K	Buy	4,485 +179	+4%	+$11.6K	0.26%	35
2021 Q4	$312K	Buy	+4,306	New	+$301K	0.25%	35

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

McDonough Capital Management's SPYG Position: Q1 2026 in Review

McDonough Capital Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 5,356 shares worth $524K. The position accounts for 0.29% of the portfolio, ranked #30.

McDonough Capital Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $571K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

McDonough Capital Management held 5,356 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $524K as of Q1 2026.
McDonough Capital Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.29% of McDonough Capital Management's portfolio in Q1 2026, its #30 holding.
McDonough Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
McDonough Capital Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $571K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.