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

Moors & Cabot’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	$374K	Sell	3,824 -4,933	-56%	-$514K	0.02%	630
2025 Q4	$934K	Buy	8,757 +4,731	+118%	+$502K	0.04%	370
2025 Q3	$421K	Buy	4,026 +643	+19%	+$64K	0.02%	573
2025 Q2	$322K	Buy	3,383 +13	+0.4%	+$1.11K	0.02%	627
2025 Q1	$271K	Buy	3,370 +215	+7%	+$18.8K	0.01%	675
2024 Q4	$277K	Sell	3,155 -311	-9%	-$26.9K	0.01%	683
2024 Q3	$287K	Sell	3,466 -2,558	-42%	-$204K	0.01%	672
2024 Q2	$483K	Sell	6,024 -320	-5%	-$23.9K	0.03%	499
2024 Q1	$464K	Buy	6,344 +1,121	+21%	+$78K	0.03%	527
2023 Q4	$340K	Buy	+5,223	New	+$322K	0.02%	582

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

Moors & Cabot's SPYG Position: Q1 2026 in Review

Moors & Cabot reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 56% in Q1 2026, selling an estimated $514K and leaving 3,824 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #630.

Moors & Cabot first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $934K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Moors & Cabot held 3,824 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $374K as of Q1 2026.
Moors & Cabot sold 4,933 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $514K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #630 holding.
Moors & Cabot first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Moors & Cabot's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $934K 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 Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.