Stifel Financial
SPYG icon

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

Stifel Financial’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 		$175M Buy
1,786,967
+57,698
+3% +$6.01M 0.16% 149
2025
Q4 		$185M Buy
1,729,269
+673,790
+64% +$71.4M 0.17% 144
2025
Q3 		$110M Buy
1,055,479
+116,712
+12% +$11.6M 0.1% 199
2025
Q2 		$89.5M Sell
938,767
-134,375
-13% -$11.5M 0.09% 231
2025
Q1 		$86.2M Buy
1,073,142
+363,847
+51% +$31.8M 0.09% 229
2024
Q4 		$62.3M Buy
709,295
+16,302
+2% +$1.41M 0.06% 281
2024
Q3 		$57.5M Buy
692,993
+142,982
+26% +$11.4M 0.06% 292
2024
Q2 		$44.1M Buy
550,011
+16,260
+3% +$1.21M 0.05% 330
2024
Q1 		$39M Buy
533,751
+101,894
+24% +$7.09M 0.04% 358
2023
Q4 		$28.1M Buy
431,857
+20,560
+5% +$1.27M 0.04% 405
2023
Q3 		$24.4M Sell
411,297
-5,589
-1% -$342K 0.03% 418
2023
Q2 		$25.4M Sell
416,886
-31,056
-7% -$1.78M 0.03% 398
2023
Q1 		$24.8M Sell
447,942
-102,342
-19% -$5.42M 0.04% 403
2022
Q4 		$27.9M Sell
550,284
-285,071
-34% -$14.8M 0.04% 362
2022
Q3 		$41.9M Buy
835,355
+43,170
+5% +$2.43M 0.07% 270
2022
Q2 		$41.4M Buy
792,185
+77,312
+11% +$4.43M 0.06% 268
2022
Q1 		$47.3M Sell
714,873
-229,063
-24% -$14.9M 0.06% 264
2021
Q4 		$68.4M Sell
943,936
-1,496
-0.2% -$104K 0.09% 210
2021
Q3 		$60.5M Sell
945,432
-21,643
-2% -$1.43M 0.09% 218
2021
Q2 		$60.9M Sell
967,075
-217,117
-18% -$13M 0.09% 216
2021
Q1 		$66.8M Sell
1,184,192
-858,102
-42% -$48.1M 0.11% 190
2020
Q4 		$113M Buy
2,042,294
+17,269
+0.9% +$908K 0.2% 114
2020
Q3 		$101M Sell
2,025,025
-546,358
-21% -$26.8M 0.21% 114
2020
Q2 		$116M Sell
2,571,383
-108,479
-4% -$4.51M 0.27% 95
2020
Q1 		$95.8M Buy
2,679,862
+2,623,329
+4,640% +$107M 0.26% 102
2019
Q4 		$2.37M Buy
56,533
+9,158
+19% +$367K ﹤0.01% 1235
2019
Q3 		$1.84M Buy
47,375
+3,527
+8% +$138K ﹤0.01% 1369
2019
Q2 		$1.7M Sell
43,848
-3,585
-8% -$136K ﹤0.01% 1461
2019
Q1 		$1.76M Buy
47,433
+21,546
+83% +$762K 0.01% 1311
2018
Q4 		$842K Buy
25,887
+8,316
+47% +$291K ﹤0.01% 1644
2018
Q3 		$675K Buy
17,571
+4,054
+30% +$151K ﹤0.01% 1931
2018
Q2 		$479K Buy
13,517
+2,131
+19% +$73.9K ﹤0.01% 2051
2018
Q1 		$383K Sell
11,386
-890
-7% -$30.7K ﹤0.01% 2118
2017
Q4 		$406K Buy
12,276
+1,944
+19% +$62.8K ﹤0.01% 2034
2017
Q3 		$319K Buy
10,332
+2,216
+27% +$67.4K ﹤0.01% 2124
2017
Q2 		$239K Sell
8,116
-184
-2% -$5.39K ﹤0.01% 2252
2017
Q1 		$235K Hold
8,300
– – ﹤0.01% 2226
2016
Q4 		$218K Buy
+8,300
New +$217K ﹤0.01% 2209

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

Stifel Financial's SPYG Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.3% in Q1 2026, buying an estimated $6.01M and bringing the position to 1,786,967 shares worth $175M. The position accounts for 0.16% of the portfolio, ranked #149.

Stifel Financial first reported a position in SPYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $185M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stifel Financial held 1,786,967 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $175M as of Q1 2026.
  • Stifel Financial bought 57,698 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.01M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Stifel Financial's portfolio in Q1 2026, its #149 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Stifel Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $185M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.