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SPYG icon

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

Summit 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 		$64.4M Buy
657,994
+376,074
+133% +$39.2M 0.82% 17
2025
Q4 		$30.1M Buy
281,920
+31,817
+13% +$3.37M 0.44% 38
2025
Q3 		$26.1M Buy
250,103
+15,122
+6% +$1.51M 0.4% 43
2025
Q2 		$22.4M Buy
234,981
+58,643
+33% +$5.03M 0.51% 40
2025
Q1 		$14.2M Buy
176,338
+22,112
+14% +$1.93M 0.4% 45
2024
Q4 		$13.6M Buy
154,226
+15,347
+11% +$1.33M 0.48% 34
2024
Q3 		$11.5M Buy
138,879
+24,619
+22% +$1.97M 0.45% 40
2024
Q2 		$9.16M Buy
114,260
+19,548
+21% +$1.46M 0.42% 37
2024
Q1 		$6.93M Buy
94,712
+14,803
+19% +$1.03M 0.41% 34
2023
Q4 		$5.2M Buy
79,909
+21,749
+37% +$1.34M 0.34% 44
2023
Q3 		$3.45M Buy
58,160
+12,659
+28% +$775K 0.25% 55
2023
Q2 		$2.78M Buy
45,501
+6,680
+17% +$383K 0.2% 70
2023
Q1 		$2.15M Buy
38,821
+4,678
+14% +$248K 0.19% 60
2022
Q4 		$1.73M Buy
34,143
+250
+0.7% +$13K 0.16% 71
2022
Q3 		$1.7M Buy
33,893
+7,002
+26% +$394K 0.16% 68
2022
Q2 		$1.41M Buy
26,891
+3,760
+16% +$216K 0.13% 75
2022
Q1 		$1.53M Buy
23,131
+7,733
+50% +$503K 0.12% 80
2021
Q4 		$1.12M Buy
15,398
+3,757
+32% +$262K 0.09% 101
2021
Q3 		$745K Buy
11,641
+3,670
+46% +$242K 0.06% 102
2021
Q2 		$502K Buy
+7,971
New +$478K 0.05% 82

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

Summit Financial's SPYG Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 133% in Q1 2026, buying an estimated $39.2M and bringing the position to 657,994 shares worth $64.4M. The position accounts for 0.82% of the portfolio, ranked #17.

Summit Financial first reported a position in SPYG in Q2 2021 and has held it in 20 quarters since. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Summit Financial held 657,994 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $64.4M as of Q1 2026.
  • Summit Financial bought 376,074 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $39.2M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.82% of Summit Financial's portfolio in Q1 2026, its #17 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 20 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.