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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
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 		$9.58K Buy
+115
New +$9.19K ﹤0.01% 266

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Morse Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.86% in Q1 2026, buying an estimated $104 and bringing the position to 117 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Morse Asset Management first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.4K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Morse Asset Management held 117 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.4K as of Q1 2026.
  • Morse Asset Management bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #292 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 7 quarters since.
  • Morse Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $12.4K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.