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

North Star Investment 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 Q1	$84.6K	Buy	864 +1	+0.1%	+$104	0.01%	636
2025 Q4	$92.1K	Sell	863 -173	-17%	-$18.3K	0.01%	568
2025 Q3	$108K	Buy	1,036 +1	+0.1%	+$100	0.01%	520
2025 Q2	$98.6K	Buy	1,035 +2	+0.2%	+$171	0.01%	525
2025 Q1	$83.1K	Buy	1,033 +1	+0.1%	+$87	0.01%	538
2024 Q4	$90.7K	Buy	+1,032	New	+$89.2K	0.01%	524

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

North Star Investment Management's SPYG Position: Q1 2026 in Review

North Star Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q1 2026, buying an estimated $104 and bringing the position to 864 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #636.

North Star Investment Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $108K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

North Star Investment Management held 864 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $84.6K as of Q1 2026.
North Star Investment Management bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #636 holding.
North Star Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
North Star Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $108K in Q3 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.