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SPYG icon

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

Plimoth Trust’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 		$285K Buy
2,911
+85
+3% +$8.85K 0.06% 153
2025
Q4 		$302K Buy
2,826
+199
+8% +$21.1K 0.07% 148
2025
Q3 		$275K Hold
2,627
– – 0.06% 156
2025
Q2 		$250K Sell
2,627
-20
-0.8% -$1.71K 0.06% 156
2025
Q1 		$213K Hold
2,647
– – 0.06% 157
2024
Q4 		$233K Buy
+2,647
New +$229K 0.06% 152
2024
Q1 		– Sell
-12,385
Closed -$806K – 158
2023
Q4 		$806K Sell
12,385
-455
-4% -$28.1K 0.23% 92
2023
Q3 		$761K Sell
12,840
-380
-3% -$23.3K 0.24% 91
2023
Q2 		$807K Sell
13,220
-1,200
-8% -$68.7K 0.24% 93
2023
Q1 		$798K Sell
14,420
-20
-0.1% -$1.06K 0.25% 95
2022
Q4 		$731K Sell
14,440
-20
-0.1% -$1.04K 0.24% 105
2022
Q3 		$724K Sell
14,460
-1,620
-10% -$91.1K 0.25% 101
2022
Q2 		$841K Sell
16,080
-2,740
-15% -$157K 0.27% 96
2022
Q1 		$1.25M Sell
18,820
-212
-1% -$13.8K 0.33% 86
2021
Q4 		$1.38M Buy
19,032
+145
+0.8% +$10.1K 0.35% 83
2021
Q3 		$1.21M Sell
18,887
-930
-5% -$61.4K 0.34% 82
2021
Q2 		$1.25M Buy
19,817
+75
+0.4% +$4.5K 0.35% 80
2021
Q1 		$1.11M Buy
19,742
+210
+1% +$11.8K 0.33% 82
2020
Q4 		$1.08M Sell
19,532
-2,171
-10% -$114K 0.34% 80
2020
Q3 		$1.09M Sell
21,703
-40
-0.2% -$1.96K 0.36% 78
2020
Q2 		$977K Sell
21,743
-876
-4% -$36.4K 0.35% 84
2020
Q1 		$808K Sell
22,619
-186
-0.8% -$7.62K 0.34% 91
2019
Q4 		$956K Sell
22,805
-300
-1% -$12K 0.31% 93
2019
Q3 		$898K Buy
23,105
+236
+1% +$9.22K 0.29% 103
2019
Q2 		$886K Buy
22,869
+3,211
+16% +$122K 0.29% 106
2019
Q1 		$731K Buy
19,658
+65
+0.3% +$2.3K 0.24% 112
2018
Q4 		$636K Sell
19,593
-1,515
-7% -$52.9K 0.23% 117
2018
Q3 		$808K Sell
21,108
-536
-2% -$19.9K 0.26% 110
2018
Q2 		$760K Sell
21,644
-5
-0% -$174 0.26% 113
2018
Q1 		$725K Sell
21,649
-1,549
-7% -$53.4K 0.25% 115
2017
Q4 		$765K Buy
+23,198
New +$749K 0.27% 103

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

Plimoth Trust's SPYG Position: Q1 2026 in Review

Plimoth Trust increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q1 2026, buying an estimated $8.85K and bringing the position to 2,911 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #153.

Plimoth Trust first reported a position in SPYG in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.38M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Plimoth Trust held 2,911 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $285K as of Q1 2026.
  • Plimoth Trust bought 85 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $8.85K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Plimoth Trust's portfolio in Q1 2026, its #153 holding.
  • Plimoth Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 31 quarters since.
  • Plimoth Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.38M in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.