Smith, Moore & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Smith, Moore & Co’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	$251K	Buy	2,565 +56	+2%	+$5.83K	0.02%	487
2025 Q4	$268K	Sell	2,509 -98	-4%	-$10.4K	0.02%	441
2025 Q3	$272K	Sell	2,607 -606	-19%	-$60.4K	0.02%	429
2025 Q2	$306K	Buy	3,213 +3	+0.1%	+$257	0.03%	392
2025 Q1	$258K	Sell	3,210 -1,361	-30%	-$119K	0.02%	407
2024 Q4	$402K	Sell	4,571 -17	-0.4%	-$1.47K	0.04%	311
2024 Q3	$381K	Buy	4,588 +2	+0%	+$160	0.04%	320
2024 Q2	$367K	Buy	+4,586	New	+$343K	0.04%	311

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

Smith, Moore & Co's SPYG Position: Q1 2026 in Review

Smith, Moore & Co increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q1 2026, buying an estimated $5.83K and bringing the position to 2,565 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #487.

Smith, Moore & Co first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $402K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Smith, Moore & Co held 2,565 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $251K as of Q1 2026.
Smith, Moore & Co bought 56 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $5.83K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #487 holding.
Smith, Moore & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Smith, Moore & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $402K in Q4 2024.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.