Sherman Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sherman Asset Management’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	$279K	Sell	2,344 -2,629	-53%	-$301K	0.22%	44
2026 Q1	$487K	Buy	4,973 +1,599	+47%	+$167K	0.45%	34
2025 Q4	$360K	Buy	3,374 +214	+7%	+$22.7K	0.3%	44
2025 Q3	$330K	Sell	3,160 -69	-2%	-$6.87K	0.29%	40
2025 Q2	$308K	Buy	3,229 +224	+7%	+$19.2K	0.27%	43
2025 Q1	$242K	Sell	3,005 -135	-4%	-$11.8K	0.23%	48
2024 Q4	$276K	Buy	+3,140	New	+$271K	0.25%	47

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

Sherman Asset Management's SPYG Position: Q2 2026 in Review

Sherman Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 53% in Q2 2026, selling an estimated $301K and leaving 2,344 shares worth $279K. The position accounts for 0.22% of the portfolio, ranked #44.

Sherman Asset Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sherman Asset Management held 2,344 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $279K as of Q2 2026.
Sherman Asset Management sold 2,629 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $301K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of Sherman Asset Management's portfolio in Q2 2026, its #44 holding.
Sherman Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $487K in Q1 2026.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.