MPM
SPYG icon

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

Meritage Portfolio 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
2025
Q4 		$10.5M Sell
98,308
-2,802
-3% -$297K 0.7% 32
2025
Q3 		$10.6M Sell
101,110
-1,603
-2% -$160K 0.7% 32
2025
Q2 		$9.79M Sell
102,713
-5,569
-5% -$477K 0.62% 38
2025
Q1 		$8.7M Sell
108,282
-9,107
-8% -$795K 0.58% 43
2024
Q4 		$10.3M Buy
117,389
+16,071
+16% +$1.39M 0.64% 37
2024
Q3 		$8.4M Buy
101,318
+1,654
+2% +$132K 0.51% 44
2024
Q2 		$7.99M Sell
99,664
-6,462
-6% -$483K 0.5% 51
2024
Q1 		$7.76M Sell
106,126
-7,245
-6% -$504K 0.49% 53
2023
Q4 		$7.38M Sell
113,371
-4,001
-3% -$247K 0.49% 53
2023
Q3 		$6.96M Sell
117,372
-6,877
-6% -$421K 0.51% 53
2023
Q2 		$7.58M Buy
124,249
+788
+0.6% +$45.1K 0.54% 49
2023
Q1 		$6.83M Sell
123,461
-90,912
-42% -$4.81M 0.51% 61
2022
Q4 		$10.9M Sell
214,373
-172,431
-45% -$8.97M 0.85% 21
2022
Q3 		$19.4M Buy
386,804
+112,478
+41% +$6.33M 1.61% 8
2022
Q2 		$14.3M Buy
274,326
+128,131
+88% +$7.35M 1.11% 13
2022
Q1 		$9.68M Sell
146,195
-20,845
-12% -$1.36M 0.6% 40
2021
Q4 		$12.1M Buy
167,040
+19,031
+13% +$1.33M 0.69% 33
2021
Q3 		$9.48M Buy
148,009
+2,604
+2% +$172K 0.57% 45
2021
Q2 		$9.16M Buy
145,405
+425
+0.3% +$25.5K 0.55% 51
2021
Q1 		$8.18M Sell
144,980
-10,759
-7% -$603K 0.54% 54
2020
Q4 		$8.61M Sell
155,739
-4,111
-3% -$216K 0.63% 46
2020
Q3 		$8.01M Buy
+159,850
New +$7.84M 0.72% 35

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Meritage Portfolio Management's SPYG Position: Q4 2025 in Review

Meritage Portfolio Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q4 2025, selling an estimated $297K and leaving 98,308 shares worth $10.5M. The position accounts for 0.7% of the portfolio, ranked #32.

Meritage Portfolio Management first reported a position in SPYG in Q3 2020 and has held it in 22 quarters since. The position peaked at $19.4M in Q3 2022. 1,344 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Meritage Portfolio Management held 98,308 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.5M as of Q4 2025.
  • Meritage Portfolio Management sold 2,802 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $297K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.7% of Meritage Portfolio Management's portfolio in Q4 2025, its #32 holding.
  • Meritage Portfolio Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • Meritage Portfolio Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $19.4M in Q3 2022.
  • 1,344 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.