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 Q2	$267K	Hold	2,242	–	–	0.09%	147
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

O'Rourke & Company's SPYG Position: Q2 2026 in Review

O'Rourke & Company held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,242 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #147.

O'Rourke & Company first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

O'Rourke & Company held 2,242 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $267K as of Q2 2026.
O'Rourke & Company left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of O'Rourke & Company's portfolio in Q2 2026, its #147 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 6 quarters since.
O'Rourke & Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $297K in Q4 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.