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SPYG icon

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

&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
2026
Q1 		$5.2M Buy
52,726
+5,008
+10% +$522K 0.03% 511
2025
Q4 		$5.09M Buy
47,718
+16,778
+54% +$1.78M 0.03% 490
2025
Q3 		$3.23M Buy
30,940
+4,913
+19% +$489K 0.02% 562
2025
Q2 		$2.48M Buy
26,027
+7,215
+38% +$619K 0.02% 588
2025
Q1 		$1.51M Buy
18,812
+14,902
+381% +$1.3M 0.02% 647
2024
Q4 		$349K Buy
3,910
+1,014
+35% +$87.6K ﹤0.01% 1253
2024
Q3 		$240K Buy
+2,896
New +$231K ﹤0.01% 1213

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

&Partners's SPYG Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q1 2026, buying an estimated $522K and bringing the position to 52,726 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #511.

&Partners first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • &Partners held 52,726 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.2M as of Q1 2026.
  • &Partners bought 5,008 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $522K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #511 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.