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

Perennial Investment Advisors’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	$49M	Buy	500,556 +577	+0.1%	+$60.1K	3.91%	4
2025 Q4	$53.3M	Sell	499,979 -12,394	-2%	-$1.31M	4.21%	2
2025 Q3	$53.5M	Sell	512,373 -24,371	-5%	-$2.43M	4.41%	3
2025 Q2	$51.2M	Buy	536,744 +3,547	+0.7%	+$304K	4.94%	1
2025 Q1	$42.9M	Buy	533,197 +38,227	+8%	+$3.34M	4.82%	1
2024 Q4	$43.5M	Sell	494,970 -44,231	-8%	-$3.82M	5.12%	1
2024 Q3	$44.7M	Sell	539,201 -7,911	-1%	-$632K	5.79%	1
2024 Q2	$43.8M	Sell	547,112 -27,847	-5%	-$2.08M	6.26%	1
2024 Q1	$42.1M	Sell	574,959 -85,895	-13%	-$5.98M	6.38%	1
2023 Q4	$43M	Buy	660,854 +120,415	+22%	+$7.43M	7.12%	1
2023 Q3	$32M	Sell	540,439 -9,233	-2%	-$566K	5.79%	2
2023 Q2	$33.5M	Buy	549,672 +79,995	+17%	+$4.58M	5.9%	2
2023 Q1	$26M	Buy	+469,677	New	+$24.9M	4.83%	3

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

Perennial Investment Advisors's SPYG Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q1 2026, buying an estimated $60.1K and bringing the position to 500,556 shares worth $49M. The position accounts for 3.91% of the portfolio, ranked #4.

Perennial Investment Advisors first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $53.5M in Q3 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Perennial Investment Advisors held 500,556 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49M as of Q1 2026.
Perennial Investment Advisors bought 577 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $60.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.91% of Perennial Investment Advisors's portfolio in Q1 2026, its #4 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $53.5M in Q3 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.