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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
Q2 		$103K Buy
865
+1
+0.1% +$114 0.01% 605
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
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 22.9% 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

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

North Star Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q2 2026, buying an estimated $114 and bringing the position to 865 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #605.

North Star Investment Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $108K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • North Star Investment Management held 865 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $103K as of Q2 2026.
  • North Star Investment Management bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #605 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 7 quarters since.
  • North Star Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $108K in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.