Mustard Seed Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Mustard Seed Financial’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	$421K	Buy	3,539 +127	+4%	+$14.5K	0.22%	67
2026 Q1	$334K	Buy	3,412 +304	+10%	+$31.7K	0.2%	65
2025 Q4	$332K	Buy	3,108 +60	+2%	+$6.36K	0.21%	64
2025 Q3	$319K	Buy	3,048 +78	+3%	+$7.77K	0.2%	68
2025 Q2	$283K	Buy	2,970 +182	+7%	+$15.6K	0.2%	68
2025 Q1	$224K	Buy	2,788 +129	+5%	+$11.3K	0.18%	74
2024 Q4	$234K	Sell	2,659 -1	-0%	-$86	0.19%	74
2024 Q3	$221K	Buy	2,660 +79	+3%	+$6.32K	0.18%	77
2024 Q2	$207K	Buy	+2,581	New	+$193K	0.2%	75

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

Mustard Seed Financial's SPYG Position: Q2 2026 in Review

Mustard Seed Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,539 shares worth $421K. The position accounts for 0.22% of the portfolio, ranked #67.

Mustard Seed Financial first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Mustard Seed Financial held 3,539 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $421K as of Q2 2026.
Mustard Seed Financial bought 127 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of Mustard Seed Financial's portfolio in Q2 2026, its #67 holding.
Mustard Seed Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.