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

Moseley Investment 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 		– Sell
-2,094
Closed -$223K – 173
2025
Q4 		$223K Sell
2,094
-23
-1% -$2.44K 0.07% 154
2025
Q3 		$221K Hold
2,117
– – 0.07% 163
2025
Q2 		$202K Sell
2,117
-1,082
-34% -$92.8K 0.07% 161
2025
Q1 		$257K Sell
3,199
-15
-0.5% -$1.31K 0.1% 126
2024
Q4 		$282K Sell
3,214
-286
-8% -$24.7K 0.11% 119
2024
Q3 		$290K Sell
3,500
-766
-18% -$61.2K 0.12% 120
2024
Q2 		$342K Buy
4,266
+15
+0.4% +$1.12K 0.16% 104
2024
Q1 		$311K Sell
4,251
-942
-18% -$65.6K 0.15% 111
2023
Q4 		$338K Sell
5,193
-486
-9% -$30K 0.19% 101
2023
Q3 		$337K Buy
5,679
+682
+14% +$41.8K 0.2% 100
2023
Q2 		$305K Sell
4,997
-95
-2% -$5.44K 0.18% 107
2023
Q1 		$282K Sell
5,092
-426
-8% -$22.6K 0.18% 111
2022
Q4 		$280K Sell
5,518
-95
-2% -$4.94K 0.2% 111
2022
Q3 		$281K Sell
5,613
-60
-1% -$3.38K 0.21% 108
2022
Q2 		$297K Sell
5,673
-12
-0.2% -$688 0.21% 110
2022
Q1 		$376K Sell
5,685
-968
-15% -$63K 0.2% 113
2021
Q4 		$482K Sell
6,653
-835
-11% -$58.3K 0.22% 110
2021
Q3 		$484K Buy
7,488
+405
+6% +$26.7K 0.24% 100
2021
Q2 		$446K Sell
7,083
-513
-7% -$30.8K 0.22% 105
2021
Q1 		$428K Sell
7,596
-146
-2% -$8.18K 0.24% 102
2020
Q4 		$428K Buy
7,742
+87
+1% +$4.57K 0.25% 98
2020
Q3 		$384K Sell
7,655
-8
-0.1% -$392 0.27% 89
2020
Q2 		$344K Sell
7,663
-275
-3% -$11.4K 0.29% 88
2020
Q1 		$284K Sell
7,938
-473
-6% -$19.4K 0.33% 84
2019
Q4 		$352K Sell
8,411
-1,360
-14% -$54.5K 0.35% 84
2019
Q3 		$380K Sell
9,771
-19
-0.2% -$742 0.4% 74
2019
Q2 		$379K Sell
9,790
-536
-5% -$20.4K 0.35% 82
2019
Q1 		$384K Buy
+10,326
New +$365K 0.4% 68

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

Moseley Investment Management's SPYG Position: Q1 2026 in Review

Moseley Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 2,094 shares — an estimated $223K sold.

Moseley Investment Management first reported a position in SPYG in Q1 2019 and held it in 28 quarters. The position peaked at $484K in Q3 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Moseley Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Moseley Investment Management sold 2,094 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $223K.
  • Moseley Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and held it in 28 quarters.
  • Moseley Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $484K in Q3 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.