SMA
SPYG icon

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

Sage Mountain 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
Q2 		$536K Sell
4,504
-284
-6% -$32.5K 0.03% 135
2026
Q1 		$469K Hold
4,788
– – 0.03% 141
2025
Q4 		$511K Hold
4,788
– – 0.03% 267
2025
Q3 		$500K Hold
4,788
– – 0.03% 275
2025
Q2 		$456K Hold
4,788
– – 0.03% 257
2025
Q1 		$385K Hold
4,788
– – 0.03% 262
2024
Q4 		$421K Hold
4,788
– – 0.03% 239
2024
Q3 		$397K Buy
4,788
+1,700
+55% +$136K 0.03% 240
2024
Q2 		$247K Sell
3,088
-382
-11% -$28.5K 0.02% 303
2024
Q1 		$254K Buy
3,470
+1,458
+72% +$101K 0.03% 272
2023
Q4 		$131K Hold
2,012
– – 0.02% 280
2023
Q3 		$119K Sell
2,012
-15
-0.7% -$919 0.02% 284
2023
Q2 		$124K Sell
2,027
-8
-0.4% -$458 0.02% 273
2023
Q1 		$113K Hold
2,035
– – 0.02% 263
2022
Q4 		$103K Sell
2,035
-6,883
-77% -$358K 0.02% 205
2022
Q3 		$447K Hold
8,918
– – 0.12% 78
2022
Q2 		$466K Hold
8,918
– – 0.08% 235
2022
Q1 		$590K Hold
8,918
– – 0.09% 230
2021
Q4 		$646K Sell
8,918
-155
-2% -$10.8K 0.08% 248
2021
Q3 		$581K Buy
9,073
+7,068
+353% +$467K 0.08% 228
2021
Q2 		$126K Buy
2,005
+384
+24% +$23K 0.02% 430
2021
Q1 		$91K Buy
+1,621
New +$90.8K 0.02% 382

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Mountain Advisors's SPYG Position: Q2 2026 in Review

Sage Mountain Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.9% in Q2 2026, selling an estimated $32.5K and leaving 4,504 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #135.

Sage Mountain Advisors first reported a position in SPYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $646K in Q4 2021. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sage Mountain Advisors held 4,504 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $536K as of Q2 2026.
  • Sage Mountain Advisors sold 284 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $32.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #135 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $646K in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.