ORG Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

ORG Partners’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
2025 Q4	$112K	Buy	1,052 +35	+3%	+$3.71K	0.02%	437
2025 Q3	$106K	Hold	1,017	–	–	0.02%	444
2025 Q2	$95.9K	Sell	1,017 -3,882	-79%	-$333K	0.02%	443
2025 Q1	$397K	Buy	4,899 +1,932	+65%	+$169K	0.1%	170
2024 Q4	$261K	Sell	2,967 -7	-0.2%	-$605	0.04%	276
2024 Q3	$247K	Sell	2,974 -202	-6%	-$16.1K	0.04%	253
2024 Q2	$256K	Buy	+3,176	New	+$237K	0.03%	358
2024 Q1	–	Sell	-3,343	Closed	-$217K	–	1029
2023 Q4	$217K	Buy	3,343 +596	+22%	+$36.8K	0.04%	281
2023 Q3	$163K	Sell	2,747 -537	-16%	-$32.9K	0.05%	317
2023 Q2	$200K	Buy	+3,284	New	+$188K	0.03%	373

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ORG Partners's SPYG Position: Q4 2025 in Review

ORG Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.4% in Q4 2025, buying an estimated $3.71K and bringing the position to 1,052 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #437.

ORG Partners first reported a position in SPYG in Q2 2023 and has held it in 10 quarters since. The position peaked at $397K in Q1 2025. 1,341 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

ORG Partners held 1,052 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $112K as of Q4 2025.
ORG Partners bought 35 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $3.71K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #437 holding.
ORG Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $397K in Q1 2025.
1,341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.