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 Q2	$346K	Hold	2,911	–	–	0.07%	140
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 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 22.96% 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

Plimoth Trust's SPYG Position: Q2 2026 in Review

Plimoth Trust held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,911 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #140.

Plimoth Trust first reported a position in SPYG in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.38M in Q4 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Plimoth Trust held 2,911 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $346K as of Q2 2026.
Plimoth Trust left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Plimoth Trust's portfolio in Q2 2026, its #140 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 32 quarters since.
Plimoth Trust's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.38M in Q4 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.