Stevens Capital Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stevens Capital Partners’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	$2.62M	Buy	26,791 +3,771	+16%	+$393K	0.63%	37
2025 Q4	$2.46M	Buy	23,020 +316	+1%	+$33.5K	0.64%	32
2025 Q3	$2.37M	Sell	22,704 -1,439	-6%	-$143K	0.71%	29
2025 Q2	$2.39M	Buy	24,143 +3,443	+17%	+$295K	0.86%	24
2025 Q1	$1.66M	Buy	20,700 +11,445	+124%	+$999K	0.78%	25
2024 Q4	$814K	Buy	9,255 +28	+0.3%	+$2.42K	0.37%	36
2024 Q3	$765K	Buy	9,227 +13	+0.1%	+$1.04K	0.37%	36
2024 Q2	$738K	Sell	9,214 -2,216	-19%	-$166K	0.38%	36
2024 Q1	$836K	Buy	11,430 +1,917	+20%	+$133K	0.5%	33
2023 Q4	$619K	Buy	9,513 +51	+0.5%	+$3.15K	0.43%	33
2023 Q3	$561K	Buy	9,462 +70	+0.7%	+$4.29K	0.45%	31
2023 Q2	$573K	Buy	9,392 +128	+1%	+$7.33K	0.44%	30
2023 Q1	$513K	Buy	9,264 +435	+5%	+$23K	0.43%	34
2022 Q4	$447K	Buy	+8,829	New	+$459K	0.4%	41

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

Stevens Capital Partners's SPYG Position: Q1 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q1 2026, buying an estimated $393K and bringing the position to 26,791 shares worth $2.62M. The position accounts for 0.63% of the portfolio, ranked #37.

Stevens Capital Partners first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. 1,317 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Stevens Capital Partners held 26,791 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.62M as of Q1 2026.
Stevens Capital Partners bought 3,771 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $393K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.63% of Stevens Capital Partners's portfolio in Q1 2026, its #37 holding.
Stevens Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.