SGK
SPYG icon

Steigerwald Gordon & Koch’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Steigerwald Gordon & Koch’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 		$131K Sell
1,100
-272
-20% -$31.1K 0.01% 187
2026
Q1 		$134K Hold
1,372
– – 0.01% 178
2025
Q4 		$146K Hold
1,372
– – 0.01% 174
2025
Q3 		$143K Buy
+1,372
New +$137K 0.01% 175

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steigerwald Gordon & Koch's SPYG Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q2 2026, selling an estimated $31.1K and leaving 1,100 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #187.

Steigerwald Gordon & Koch first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $146K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,100 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $131K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 272 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #187 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $146K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.