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Plante Moran Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Plante Moran Financial 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 		$965K Sell
9,859
-222
-2% -$23.1K 0.06% 47
2025
Q4 		$1.08M Buy
10,081
+460
+5% +$48.8K 0.07% 49
2025
Q3 		$1.01M Sell
9,621
-74
-0.8% -$7.37K 0.06% 44
2025
Q2 		$924K Hold
9,695
– – 0.06% 49
2025
Q1 		$779K Sell
9,695
-192
-2% -$16.8K 0.07% 51
2024
Q4 		$869K Sell
9,887
-1,281
-11% -$111K 0.07% 51
2024
Q3 		$926K Sell
11,168
-85
-0.8% -$6.79K 0.08% 49
2024
Q2 		$902K Buy
11,253
+410
+4% +$30.6K 0.09% 50
2024
Q1 		$793K Sell
10,843
-104
-1% -$7.24K 0.09% 57
2023
Q4 		$712K Sell
10,947
-670
-6% -$41.3K 0.07% 64
2023
Q3 		$689K Hold
11,617
– – 0.08% 57
2023
Q2 		$709K Hold
11,617
– – 0.08% 56
2023
Q1 		$643K Hold
11,617
– – 0.09% 64
2022
Q4 		$589K Hold
11,617
– – 0.09% 70
2022
Q3 		$582K Hold
11,617
– – 0.1% 65
2022
Q2 		$607K Buy
11,617
+814
+8% +$46.7K 0.1% 68
2022
Q1 		$715K Sell
10,803
-87
-0.8% -$5.66K 0.13% 66
2021
Q4 		$789K Hold
10,890
– – 0.13% 66
2021
Q3 		$697K Sell
10,890
-363
-3% -$24K 0.15% 66
2021
Q2 		$709K Sell
11,253
-942
-8% -$56.5K 0.17% 64
2021
Q1 		$688K Sell
12,195
-169
-1% -$9.47K 0.19% 61
2020
Q4 		$684K Sell
12,364
-288
-2% -$15.1K 0.21% 58
2020
Q3 		$634K Sell
12,652
-279
-2% -$13.7K 0.22% 61
2020
Q2 		$581K Sell
12,931
-566
-4% -$23.5K 0.23% 59
2020
Q1 		$482K Sell
13,497
-132
-1% -$5.41K 0.22% 66
2019
Q4 		$571K Sell
13,629
-230
-2% -$9.22K 0.2% 76
2019
Q3 		$539K Sell
13,859
-1,096
-7% -$42.8K 0.16% 81
2019
Q2 		$579K Buy
14,955
+330
+2% +$12.5K 0.18% 72
2019
Q1 		$544K Sell
14,625
-170
-1% -$6.01K 0.17% 75
2018
Q4 		$481K Hold
14,795
– – 0.17% 78
2018
Q3 		$566K Hold
14,795
– – 0.18% 69
2018
Q2 		$520K Hold
14,795
– – 0.26% 71
2018
Q1 		$496K Sell
14,795
-149
-1% -$5.13K 0.27% 71
2017
Q4 		$493K Hold
14,944
– – 0.27% 70
2017
Q3 		$463K Hold
14,944
– – 0.28% 72
2017
Q2 		$442K Buy
14,944
+1,024
+7% +$30K 0.28% 72
2017
Q1 		$396K Buy
+13,920
New +$386K 0.24% 85

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

Plante Moran Financial Advisors's SPYG Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q1 2026, selling an estimated $23.1K and leaving 9,859 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #47.

Plante Moran Financial Advisors first reported a position in SPYG in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.08M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Plante Moran Financial Advisors held 9,859 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $965K as of Q1 2026.
  • Plante Moran Financial Advisors sold 222 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $23.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Plante Moran Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.08M 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 Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.