SI
SPYG icon

Stephens Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stephens Inc’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 		$768K Buy
7,846
+277
+4% +$28.8K 0.01% 716
2025
Q4 		$808K Sell
7,569
-37
-0.5% -$3.92K 0.01% 682
2025
Q3 		$795K Sell
7,606
-986
-11% -$98.2K 0.01% 702
2025
Q2 		$819K Buy
8,592
+1,752
+26% +$150K 0.01% 686
2025
Q1 		$550K Sell
6,840
-13,458
-66% -$1.17M 0.01% 783
2024
Q4 		$1.78M Buy
20,298
+625
+3% +$54K 0.03% 474
2024
Q3 		$1.63M Buy
19,673
+1,383
+8% +$111K 0.02% 493
2024
Q2 		$1.47M Buy
18,290
+2,599
+17% +$194K 0.02% 497
2024
Q1 		$1.15M Buy
15,691
+1,195
+8% +$83.2K 0.02% 545
2023
Q4 		$943K Buy
14,496
+686
+5% +$42.3K 0.02% 547
2023
Q3 		$819K Buy
13,810
+506
+4% +$31K 0.02% 570
2023
Q2 		$812K Buy
13,304
+5,915
+80% +$339K 0.01% 599
2023
Q1 		$409K Buy
7,389
+212
+3% +$11.2K 0.01% 776
2022
Q4 		$364K Buy
7,177
+18
+0.3% +$937 0.01% 800
2022
Q3 		$359K Sell
7,159
-303
-4% -$17K 0.01% 823
2022
Q2 		$390K Sell
7,462
-947
-11% -$54.3K 0.01% 813
2022
Q1 		$557K Buy
8,409
+406
+5% +$26.4K 0.01% 767
2021
Q4 		$580K Buy
8,003
+84
+1% +$5.86K 0.01% 804
2021
Q3 		$507K Buy
7,919
+63
+0.8% +$4.16K 0.01% 864
2021
Q2 		$495K Buy
7,856
+305
+4% +$18.3K 0.01% 885
2021
Q1 		$426K Buy
7,551
+1,050
+16% +$58.8K 0.01% 890
2020
Q4 		$359K Buy
6,501
+803
+14% +$42.2K 0.01% 867
2020
Q3 		$286K Buy
5,698
+424
+8% +$20.8K 0.01% 890
2020
Q2 		$237K Buy
+5,274
New +$219K 0.01% 915
2020
Q1 		– Sell
-5,859
Closed -$246K – 1200
2019
Q4 		$246K Buy
5,859
+6
+0.1% +$240 0.01% 945
2019
Q3 		$228K Buy
+5,853
New +$229K 0.01% 1017

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

Stephens Inc's SPYG Position: Q1 2026 in Review

Stephens Inc increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q1 2026, buying an estimated $28.8K and bringing the position to 7,846 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #716.

Stephens Inc first reported a position in SPYG in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.78M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stephens Inc held 7,846 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $768K as of Q1 2026.
  • Stephens Inc bought 277 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $28.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #716 holding.
  • Stephens Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 26 quarters since.
  • Stephens Inc's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.78M 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 Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.