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

MMA Asset 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	$26.3M	Buy	268,942 +48,922	+22%	+$5.09M	9.27%	1
2025 Q4	$23.5M	Buy	220,020 +2,553	+1%	+$271K	8.37%	2
2025 Q3	$22.7M	Sell	217,467 -46,895	-18%	-$4.67M	7.59%	2
2025 Q2	$25.2M	Sell	264,362 -48,790	-16%	-$4.18M	9.66%	2
2025 Q1	$25.2M	Buy	313,152 +14,566	+5%	+$1.27M	10.6%	2
2024 Q4	$26.2M	Sell	298,586 -238,397	-44%	-$20.6M	11.47%	2
2024 Q3	$39M	Buy	536,983 +214,140	+66%	+$17.1M	10.4%	2
2024 Q2	$25.9M	Buy	322,843 +6,399	+2%	+$478K	12.11%	1
2024 Q1	$23.1M	Buy	316,444 +78,017	+33%	+$5.43M	10.88%	1
2023 Q4	$15.5M	Buy	238,427 +1,309	+0.6%	+$80.7K	8.2%	2
2023 Q3	$14.1M	Buy	237,118 +51,070	+27%	+$3.13M	8.13%	2
2023 Q2	$11.4M	Buy	186,048 +3,953	+2%	+$226K	6.65%	2
2023 Q1	$10.1M	Buy	+182,095	New	+$9.64M	7.21%	2

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

MMA Asset Management's SPYG Position: Q1 2026 in Review

MMA Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 22% in Q1 2026, buying an estimated $5.09M and bringing the position to 268,942 shares worth $26.3M. The position accounts for 9.27% of the portfolio, ranked #1.

MMA Asset Management first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $39M in Q3 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

MMA Asset Management held 268,942 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $26.3M as of Q1 2026.
MMA Asset Management bought 48,922 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.09M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.27% of MMA Asset Management's portfolio in Q1 2026, its #1 holding.
MMA Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
MMA Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $39M in Q3 2024.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.