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O'Rourke & Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

O'Rourke & Company’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 		$219K Sell
2,242
-545
-20% -$56.8K 0.09% 156
2025
Q4 		$297K Buy
2,787
+40
+1% +$4.24K 0.12% 139
2025
Q3 		$287K Buy
2,747
+110
+4% +$11K 0.12% 139
2025
Q2 		$251K Sell
2,637
-415
-14% -$35.6K 0.12% 140
2025
Q1 		$245K Buy
+3,052
New +$266K 0.12% 138

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

O'Rourke & Company's SPYG Position: Q1 2026 in Review

O'Rourke & Company reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q1 2026, selling an estimated $56.8K and leaving 2,242 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #156.

O'Rourke & Company first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • O'Rourke & Company held 2,242 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $219K as of Q1 2026.
  • O'Rourke & Company sold 545 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $56.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of O'Rourke & Company's portfolio in Q1 2026, its #156 holding.
  • O'Rourke & Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • O'Rourke & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $297K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.