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

Smartleaf 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 Q1	$5.63M	Sell	59,810 -33,016	-36%	-$3.44M	0.2%	89
2025 Q4	$9.98M	Buy	92,826 +13,689	+17%	+$1.45M	0.38%	48
2025 Q3	$8.24M	Buy	79,137 +15,088	+24%	+$1.5M	0.51%	38
2025 Q2	$6.07M	Buy	64,049 +7,594	+13%	+$651K	0.54%	37
2025 Q1	$4.52M	Buy	56,455 +10,681	+23%	+$932K	0.44%	46
2024 Q4	$4.06M	Sell	45,774 -4,098	-8%	-$354K	0.41%	42
2024 Q3	$4.11M	Sell	49,872 -947	-2%	-$75.7K	0.5%	37
2024 Q2	$4.1M	Sell	50,819 -3,547	-7%	-$265K	0.67%	25
2024 Q1	$3.99M	Sell	54,366 -5,614	-9%	-$391K	0.77%	25
2023 Q4	$3.92M	Buy	+59,980	New	+$3.7M	1.05%	13

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

Smartleaf Asset Management's SPYG Position: Q1 2026 in Review

Smartleaf Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 36% in Q1 2026, selling an estimated $3.44M and leaving 59,810 shares worth $5.63M. The position accounts for 0.2% of the portfolio, ranked #89.

Smartleaf Asset Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.98M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Smartleaf Asset Management held 59,810 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.63M as of Q1 2026.
Smartleaf Asset Management sold 33,016 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.44M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Smartleaf Asset Management's portfolio in Q1 2026, its #89 holding.
Smartleaf Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.98M in Q4 2025.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.