MA
SPYG icon

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

Mutual 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 		$9.27M Buy
77,941
+1,797
+2% +$205K 0.17% 107
2026
Q1 		$7.46M Buy
76,144
+4,945
+7% +$515K 0.16% 126
2025
Q4 		$7.6M Sell
71,199
-1,112
-2% -$118K 0.16% 122
2025
Q3 		$7.6M Buy
72,311
+760
+1% +$75.7K 0.17% 119
2025
Q2 		$7.05M Sell
71,551
-1,166
-2% -$100K 0.18% 116
2025
Q1 		$5.93M Buy
72,717
+55,876
+332% +$4.88M 0.17% 121
2024
Q4 		$1.49M Sell
16,841
-866
-5% -$74.8K 0.04% 358
2024
Q3 		$1.49M Buy
17,707
+34
+0.2% +$2.72K 0.04% 347
2024
Q2 		$1.38M Sell
17,673
-11
-0.1% -$822 0.04% 373
2024
Q1 		$1.29M Sell
17,684
-259,884
-94% -$18.1M 0.04% 399
2023
Q4 		$18.1M Buy
277,568
+24,466
+10% +$1.51M 0.63% 17
2023
Q3 		$15M Buy
253,102
+202,184
+397% +$12.4M 0.59% 24
2023
Q2 		$3.11M Buy
50,918
+18,191
+56% +$1.04M 0.12% 173
2023
Q1 		$1.81M Sell
32,727
-836
-2% -$44.3K 0.07% 269
2022
Q4 		$1.7M Sell
33,563
-630
-2% -$32.8K 0.08% 261
2022
Q3 		$1.71M Buy
34,193
+8,469
+33% +$476K 0.09% 220
2022
Q2 		$1.34M Buy
25,724
+7,811
+44% +$448K 0.09% 270
2022
Q1 		$1.19M Buy
17,913
+584
+3% +$38K 0.07% 330
2021
Q4 		$1.26M Buy
17,329
+1,029
+6% +$71.8K 0.07% 329
2021
Q3 		$1.04M Buy
16,300
+3,246
+25% +$214K 0.06% 345
2021
Q2 		$822K Buy
13,054
+14
+0.1% +$840 0.05% 404
2021
Q1 		$735K Buy
13,040
+1,948
+18% +$109K 0.05% 393
2020
Q4 		$613K Buy
11,092
+122
+1% +$6.41K 0.05% 415
2020
Q3 		$550K Sell
10,970
-3,795
-26% -$186K 0.05% 404
2020
Q2 		$663K Sell
14,765
-124,654
-89% -$5.18M 0.07% 307
2020
Q1 		$4.98M Sell
139,419
-62,162
-31% -$2.55M 0.68% 27
2019
Q4 		$8.45M Buy
201,581
+24,693
+14% +$990K 0.9% 21
2019
Q3 		$6.88M Buy
176,888
+33,151
+23% +$1.3M 0.91% 19
2019
Q2 		$5.57M Buy
143,737
+71,469
+99% +$2.71M 0.72% 20
2019
Q1 		$2.69M Sell
72,268
-49,977
-41% -$1.77M 0.4% 56
2018
Q4 		$3.97M Buy
122,245
+76,884
+169% +$2.69M 0.78% 19
2018
Q3 		$1.74M Buy
45,361
+32,325
+248% +$1.2M 0.26% 89
2018
Q2 		$458K Buy
+13,036
New +$452K 0.1% 260

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mutual Advisors's SPYG Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q2 2026, buying an estimated $205K and bringing the position to 77,941 shares worth $9.27M. The position accounts for 0.17% of the portfolio, ranked #107.

Mutual Advisors first reported a position in SPYG in Q2 2018 and has held it in 33 quarters since. The position peaked at $18.1M in Q4 2023. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Mutual Advisors held 77,941 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.27M as of Q2 2026.
  • Mutual Advisors bought 1,797 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $205K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Mutual Advisors's portfolio in Q2 2026, its #107 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18.1M in Q4 2023.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.