Mount Yale Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mount Yale Investment Advisors’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 Q2	$38.8M	Buy	+326,305	New	+$37.3M	0.72%	22
2025 Q3	–	Sell	-358,726	Closed	-$34.2M	–	1479
2025 Q2	$34.2M	Sell	358,726 -239,335	-40%	-$20.5M	2.67%	4
2025 Q1	$48.1M	Sell	598,061 -3,715	-0.6%	-$324K	4.12%	3
2024 Q4	$52.9M	Buy	+601,776	New	+$52M	4.27%	3
2024 Q3	–	Sell	-576,263	Closed	-$46.2M	–	599
2024 Q2	$46.2M	Buy	576,263 +15,108	+3%	+$1.13M	3.66%	3
2024 Q1	$41M	Buy	+561,155	New	+$39.1M	3.15%	3

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mount Yale Investment Advisors's SPYG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 326,305 shares worth $38.8M. The stake represents 0.72% of the portfolio and ranks #22 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SPYG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SPYG in Q1 2024 and has held it in 6 quarters since. The position peaked at $52.9M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Mount Yale Investment Advisors held 326,305 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $38.8M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Mount Yale Investment Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.72% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #22 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $52.9M in Q4 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.