North Star Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

North Star Asset 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 Q2	$283K	Buy	2,375 +288	+14%	+$32.9K	0.01%	311
2026 Q1	$204K	Hold	2,087	–	–	0.01%	336
2025 Q4	$223K	Buy	2,087 +57	+3%	+$6.04K	0.01%	318
2025 Q3	$212K	Buy	+2,030	New	+$202K	0.01%	326

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

North Star Asset Management's SPYG Position: Q2 2026 in Review

North Star Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,375 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #311.

North Star Asset Management first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

North Star Asset Management held 2,375 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $283K as of Q2 2026.
North Star Asset Management bought 288 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $32.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of North Star Asset Management's portfolio in Q2 2026, its #311 holding.
North Star Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.