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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Mutual Advisors's SPYG Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.9% in Q1 2026, buying an estimated $515K and bringing the position to 76,144 shares worth $7.46M. The position accounts for 0.16% of the portfolio, ranked #126.

Mutual Advisors first reported a position in SPYG in Q2 2018 and has held it in 32 quarters since. The position peaked at $18.1M in Q4 2023. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Mutual Advisors held 76,144 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.46M as of Q1 2026.
Mutual Advisors bought 4,945 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $515K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Mutual Advisors's portfolio in Q1 2026, its #126 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 32 quarters since.
Mutual Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18.1M in Q4 2023.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.