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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
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
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

Samalin Investment Counsel's SPYG Position: Q1 2026 in Review

Samalin Investment Counsel increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.08% in Q1 2026, buying an estimated $417 and bringing the position to 4,963 shares worth $486K. The position accounts for 0.17% of the portfolio, ranked #166.

Samalin Investment Counsel first reported a position in SPYG in Q4 2020 and has held it in 15 quarters since. The position peaked at $529K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Samalin Investment Counsel held 4,963 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $486K as of Q1 2026.
  • Samalin Investment Counsel bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $417.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Samalin Investment Counsel's portfolio in Q1 2026, its #166 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 15 quarters since.
  • Samalin Investment Counsel's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $529K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.