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SPYG icon

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

Summit Investment Advisory 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 		$2.91M Buy
29,752
+853
+3% +$88.8K 1.08% 13
2025
Q4 		$3.08M Sell
28,899
-2,163
-7% -$229K 1.16% 12
2025
Q3 		$3.25M Sell
31,062
-1,544
-5% -$154K 1.29% 11
2025
Q2 		$3.11M Buy
32,606
+538
+2% +$46.1K 1.35% 11
2025
Q1 		$2.58M Sell
32,068
-1,565
-5% -$137K 1.26% 12
2024
Q4 		$2.96M Buy
33,633
+794
+2% +$68.6K 1.52% 11
2024
Q3 		$2.72M Buy
32,839
+10,613
+48% +$848K 1.44% 11
2024
Q2 		$1.78M Buy
22,226
+1,805
+9% +$135K 2.09% 16
2024
Q1 		$1.49M Buy
20,421
+1,025
+5% +$71.3K 0.88% 18
2023
Q4 		$1.26M Buy
19,396
+3,570
+23% +$220K 0.79% 21
2023
Q3 		$938K Buy
15,826
+650
+4% +$39.8K 0.7% 20
2023
Q2 		$926K Buy
15,176
+930
+7% +$53.3K 0.61% 20
2023
Q1 		$789K Buy
14,246
+3,541
+33% +$188K 0.56% 21
2022
Q4 		$542K Buy
+10,705
New +$557K 0.66% 25

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 Investment Advisory Services's SPYG Position: Q1 2026 in Review

Summit Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q1 2026, buying an estimated $88.8K and bringing the position to 29,752 shares worth $2.91M. The position accounts for 1.08% of the portfolio, ranked #13.

Summit Investment Advisory Services first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.25M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Summit Investment Advisory Services held 29,752 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.91M as of Q1 2026.
  • Summit Investment Advisory Services bought 853 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $88.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.08% of Summit Investment Advisory Services's portfolio in Q1 2026, its #13 holding.
  • Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Summit Investment Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.25M in Q3 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 Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.