Samalin Investment Counsel’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Samalin Investment Counsel’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	$565K	Sell	4,746 -217	-4%	-$24.8K	0.18%	144
2026 Q1	$486K	Buy	4,963 +4	+0.1%	+$417	0.17%	166
2025 Q4	$529K	Sell	4,959 -70	-1%	-$7.42K	0.19%	162
2025 Q3	$526K	Buy	5,029 +468	+10%	+$46.6K	0.18%	174
2025 Q2	$435K	Sell	4,561 -201	-4%	-$17.2K	0.17%	191
2025 Q1	$383K	Sell	4,762 -98	-2%	-$8.55K	0.16%	199
2024 Q4	$427K	Buy	4,860 +75	+2%	+$6.48K	0.18%	182
2024 Q3	$397K	Buy	4,785 +1,445	+43%	+$116K	0.17%	193
2024 Q2	$268K	Buy	3,340 +351	+12%	+$26.2K	0.13%	232
2024 Q1	$219K	Buy	+2,989	New	+$208K	0.1%	254
2022 Q2	–	Sell	-4,904	Closed	-$325K	–	247
2022 Q1	$325K	Buy	4,904 +1,094	+29%	+$71.2K	0.2%	161
2021 Q4	$276K	Sell	3,810 -120	-3%	-$8.38K	0.17%	177
2021 Q3	$252K	Sell	3,930 -50	-1%	-$3.3K	0.16%	194
2021 Q2	$251K	Hold	3,980	–	–	0.16%	193
2021 Q1	$224K	Sell	3,980 -100	-2%	-$5.6K	0.15%	202
2020 Q4	$226K	Buy	+4,080	New	+$214K	0.17%	196

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

Samalin Investment Counsel's SPYG Position: Q2 2026 in Review

Samalin Investment Counsel reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.4% in Q2 2026, selling an estimated $24.8K and leaving 4,746 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #144.

Samalin Investment Counsel first reported a position in SPYG in Q4 2020 and has held it in 16 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Samalin Investment Counsel held 4,746 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $565K as of Q2 2026.
Samalin Investment Counsel sold 217 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $24.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #144 holding.
Samalin Investment Counsel first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 16 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.