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 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 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

Sage Mountain Advisors's SPYG Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 4,788 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #141.

Sage Mountain Advisors first reported a position in SPYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $646K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Sage Mountain Advisors held 4,788 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $469K as of Q1 2026.
Sage Mountain Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #141 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 21 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $646K 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 Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.