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

Peak Asset Management’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	$288K	Hold	2,940	–	–	0.05%	130
2025 Q4	$314K	Hold	2,940	–	–	0.05%	126
2025 Q3	$307K	Buy	2,940 +107	+4%	+$10.7K	0.05%	124
2025 Q2	$270K	Hold	2,833	–	–	0.05%	126
2025 Q1	$228K	Buy	+2,833	New	+$247K	0.04%	136

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Peak Asset Management's SPYG Position: Q1 2026 in Review

Peak Asset Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,940 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #130.

Peak Asset Management first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Peak Asset Management held 2,940 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $288K as of Q1 2026.
Peak Asset Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Peak Asset Management's portfolio in Q1 2026, its #130 holding.
Peak Asset Management 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.
Peak Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $314K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.