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SPYG icon

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

Tevis 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 		$406K Buy
4,150
+888
+27% +$92.5K 0.23% 71
2025
Q4 		$341K Hold
3,262
– – 0.21% 95
2025
Q3 		$341K Sell
3,262
-93
-3% -$9.26K 0.21% 95
2025
Q2 		$320K Buy
+3,355
New +$288K 0.2% 94

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

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

Tevis Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 27% in Q1 2026, buying an estimated $92.5K and bringing the position to 4,150 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #71.

Tevis Investment Management first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Tevis Investment Management held 4,150 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $406K as of Q1 2026.
  • Tevis Investment Management bought 888 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $92.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.23% of Tevis Investment Management's portfolio in Q1 2026, its #71 holding.
  • Tevis Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.