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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Steigerwald Gordon & Koch's SPYG Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 1,372 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #178.

Steigerwald Gordon & Koch first reported a position in SPYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $146K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Steigerwald Gordon & Koch held 1,372 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $134K as of Q1 2026.
  • Steigerwald Gordon & Koch 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 0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #178 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 3 quarters since.
  • Steigerwald Gordon & Koch's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $146K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.