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Stone House Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Stone House Investment Management’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 		$14.1K Hold
144
– – ﹤0.01% 310
2025
Q4 		$15.4K Buy
+144
New +$15.3K ﹤0.01% 273
2019
Q4 		– Sell
-11,943
Closed -$464K – 49
2019
Q3 		$464K Buy
11,943
+220
+2% +$8.6K 0.23% 37
2019
Q2 		$454K Sell
11,723
-431
-4% -$16.4K 0.24% 35
2019
Q1 		$452K Sell
12,154
-15,777
-56% -$558K 0.24% 38
2018
Q4 		$908K Buy
27,931
+957
+4% +$33.4K 0.57% 28
2018
Q3 		$1.03M Buy
+26,974
New +$1M 0.59% 29

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

Stone House Investment Management's SPYG Position: Q1 2026 in Review

Stone House Investment Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 144 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Stone House Investment Management first reported a position in SPYG in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2018. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Stone House Investment Management held 144 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14.1K as of Q1 2026.
  • Stone House Investment Management 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 Stone House Investment Management's portfolio in Q1 2026, its #310 holding.
  • Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 7 quarters since.
  • Stone House Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.03M in Q3 2018.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.