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SPYG icon

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

Stiles Financial Services’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 		$448K Buy
4,571
+491
+12% +$51.1K 0.14% 123
2025
Q4 		$435K Sell
4,080
-77
-2% -$8.16K 0.13% 126
2025
Q3 		$434K Buy
4,157
+425
+11% +$42.3K 0.14% 125
2025
Q2 		$356K Sell
3,732
-230
-6% -$19.7K 0.12% 133
2025
Q1 		$318K Buy
3,962
+258
+7% +$22.5K 0.12% 133
2024
Q4 		$326K Sell
3,704
-55
-1% -$4.75K 0.12% 138
2024
Q3 		$312K Sell
3,759
-1,203
-24% -$96.2K 0.11% 144
2024
Q2 		$398K Sell
4,962
-437
-8% -$32.6K 0.15% 119
2024
Q1 		$395K Buy
5,399
+982
+22% +$68.3K 0.16% 120
2023
Q4 		$287K Buy
4,417
+286
+7% +$17.6K 0.13% 141
2023
Q3 		$245K Buy
4,131
+5
+0.1% +$306 0.13% 152
2023
Q2 		$252K Buy
+4,126
New +$236K 0.13% 160
2023
Q1 		– Sell
-5,954
Closed -$314K – 190
2022
Q4 		$314K Buy
+5,954
New +$310K 0.18% 130

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

Stiles Financial Services's SPYG Position: Q1 2026 in Review

Stiles Financial Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q1 2026, buying an estimated $51.1K and bringing the position to 4,571 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #123.

Stiles Financial Services first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stiles Financial Services held 4,571 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $448K as of Q1 2026.
  • Stiles Financial Services bought 491 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $51.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Stiles Financial Services's portfolio in Q1 2026, its #123 holding.
  • Stiles Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.