Steel Grove Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Steel Grove Capital Advisors’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	$334K	Hold	2,810	–	–	0.03%	167
2026 Q1	$275K	Hold	2,810	–	–	0.03%	177
2025 Q4	$300K	Hold	2,810	–	–	0.03%	151
2025 Q3	$268K	Hold	2,810	–	–	0.03%	162
2025 Q2	$268K	Hold	2,810	–	–	0.03%	160
2025 Q1	$226K	Hold	2,810	–	–	0.03%	152
2024 Q4	$247K	Buy	+2,810	New	+$243K	0.03%	164

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 22.9% 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

Steel Grove Capital Advisors's SPYG Position: Q2 2026 in Review

Steel Grove Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,810 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #167.

Steel Grove Capital Advisors first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Steel Grove Capital Advisors held 2,810 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $334K as of Q2 2026.
Steel Grove Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #167 holding.
Steel Grove Capital Advisors 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.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.