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 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 $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

Steel Grove Capital Advisors's SPYG Position: Q1 2026 in Review

Steel Grove Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,810 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #177.

Steel Grove Capital Advisors first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Steel Grove Capital Advisors held 2,810 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $275K as of Q1 2026.
Steel Grove Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #177 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 6 quarters since.
Steel Grove Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $300K in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.