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 Q3	$563K	Buy	4,572 +507	+12%	+$60.9K	0.02%	531
2026 Q2	$484K	Buy	4,065 +241	+6%	+$27.6K	0.02%	575
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 $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Moors & Cabot's SPYG Position: Q3 2026 in Review

Moors & Cabot increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q3 2026, buying an estimated $60.9K and bringing the position to 4,572 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #531.

Moors & Cabot first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $934K in Q4 2025. 1,001 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Moors & Cabot held 4,572 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $563K as of Q3 2026.
Moors & Cabot bought 507 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $60.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #531 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 12 quarters since.
Moors & Cabot's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $934K in Q4 2025.
1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.