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

Stratos 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	$270K	Buy	2,759 +725	+36%	+$75.5K	0.01%	316
2025 Q4	$217K	Sell	2,034 -1,012	-33%	-$107K	0.01%	333
2025 Q3	$318K	Buy	3,046 +4	+0.1%	+$398	0.01%	292
2025 Q2	$290K	Sell	3,042 -1,364	-31%	-$117K	0.01%	306
2025 Q1	$354K	Buy	+4,406	New	+$385K	0.02%	242

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

Stratos Investment Management's SPYG Position: Q1 2026 in Review

Stratos Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 36% in Q1 2026, buying an estimated $75.5K and bringing the position to 2,759 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #316.

Stratos Investment Management first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $354K in Q1 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Stratos Investment Management held 2,759 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $270K as of Q1 2026.
Stratos Investment Management bought 725 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $75.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Stratos Investment Management's portfolio in Q1 2026, its #316 holding.
Stratos Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Stratos Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $354K in Q1 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.