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 Q2	$368K	Buy	3,090 +150	+5%	+$17.1K	0.05%	140
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 $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 22.9% 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

Peak Asset Management's SPYG Position: Q2 2026 in Review

Peak Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,090 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #140.

Peak Asset Management first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Peak Asset Management held 3,090 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $368K as of Q2 2026.
Peak Asset Management bought 150 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $17.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #140 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 6 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.