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

Morse 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 Q3	$12.5K	Sell	102 -15	-13%	-$1.8K	﹤0.01%	301
2026 Q2	$13.9K	Hold	117	–	–	﹤0.01%	306
2026 Q1	$11.4K	Buy	117 +1	+0.9%	+$104	﹤0.01%	292
2025 Q4	$12.4K	Hold	116	–	–	﹤0.01%	278
2025 Q3	$12.1K	Hold	116	–	–	﹤0.01%	259
2025 Q2	$11.1K	Hold	116	–	–	﹤0.01%	257
2025 Q1	$9.31K	Hold	116	–	–	﹤0.01%	248
2024 Q4	$10.2K	Buy	116 +1	+0.9%	+$86	﹤0.01%	250
2024 Q3	$9.6K	Buy	+115	New	+$9.19K	﹤0.01%	266

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Morse Asset Management's SPYG Position: Q3 2026 in Review

Morse Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q3 2026, selling an estimated $1.8K and leaving 102 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Morse Asset Management first reported a position in SPYG in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.9K in Q2 2026. 1,050 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Morse Asset Management held 102 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.5K as of Q3 2026.
Morse Asset Management sold 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $1.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q3 2026, its #301 holding.
Morse Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Morse Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.9K in Q2 2026.
1,050 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.