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SPYG icon

Oak Harvest Investment Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Oak Harvest Investment Services’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 		$5.8M Sell
59,268
-9,750
-14% -$1.02M 0.61% 59
2025
Q4 		$7.36M Sell
69,018
-5,859
-8% -$621K 0.8% 42
2025
Q3 		$7.83M Sell
74,877
-2,346
-3% -$234K 0.91% 35
2025
Q2 		$7.36M Sell
77,223
-6,594
-8% -$565K 0.92% 37
2025
Q1 		$6.74M Sell
83,817
-1,660
-2% -$145K 0.94% 38
2024
Q4 		$7.51M Sell
85,477
-46,949
-35% -$4.06M 1.05% 33
2024
Q3 		$11M Sell
132,426
-10,006
-7% -$800K 1.58% 18
2024
Q2 		$11.4M Sell
142,432
-18,400
-11% -$1.37M 1.77% 13
2024
Q1 		$11.8M Sell
160,832
-13,720
-8% -$955K 1.92% 12
2023
Q4 		$11.4M Sell
174,552
-5,484
-3% -$338K 2.27% 7
2023
Q3 		$10.7M Sell
180,036
-13,286
-7% -$814K 2.26% 9
2023
Q2 		$11.8M Sell
193,322
-148,923
-44% -$8.53M 2.64% 7
2023
Q1 		$18.9M Sell
342,245
-37,115
-10% -$1.97M 4.37% 3
2022
Q4 		$19.2M Sell
379,360
-54,743
-13% -$2.85M 5% 3
2022
Q3 		$21.7M Buy
434,103
+11,673
+3% +$657K 5.8% 3
2022
Q2 		$22.1M Buy
422,430
+12,641
+3% +$725K 5.95% 3
2022
Q1 		$27.1M Buy
409,789
+25,366
+7% +$1.65M 6.72% 2
2021
Q4 		$27.9M Buy
384,423
+40,726
+12% +$2.84M 6.92% 2
2021
Q3 		$22M Buy
343,697
+40,525
+13% +$2.68M 6.42% 2
2021
Q2 		$19.1M Buy
303,172
+36,483
+14% +$2.19M 6.29% 2
2021
Q1 		$15M Buy
266,689
+41,419
+18% +$2.32M 5.76% 2
2020
Q4 		$12.5M Buy
+225,270
New +$11.8M 5.34% 3

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Oak Harvest Investment Services's SPYG Position: Q1 2026 in Review

Oak Harvest Investment Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q1 2026, selling an estimated $1.02M and leaving 59,268 shares worth $5.8M. The position accounts for 0.61% of the portfolio, ranked #59.

Oak Harvest Investment Services first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.9M in Q4 2021. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Oak Harvest Investment Services held 59,268 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.8M as of Q1 2026.
  • Oak Harvest Investment Services sold 9,750 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.02M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.61% of Oak Harvest Investment Services's portfolio in Q1 2026, its #59 holding.
  • Oak Harvest Investment Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Oak Harvest Investment Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $27.9M in Q4 2021.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.