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

Tortoise 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
2025
Q4 		– Sell
-95
Closed -$9.93K – 1270
2025
Q3 		$9.93K Hold
95
– – ﹤0.01% 616
2025
Q2 		$9.05K Hold
95
– – ﹤0.01% 609
2025
Q1 		$7.63K Hold
95
– – ﹤0.01% 607
2024
Q4 		$8.35K Hold
95
– – ﹤0.01% 650
2024
Q3 		$7.88K Hold
95
– – ﹤0.01% 655
2024
Q2 		$7.61K Hold
95
– – ﹤0.01% 663
2024
Q1 		$6.95K Hold
95
– – ﹤0.01% 661
2023
Q4 		$6.18K Hold
95
– – ﹤0.01% 622
2023
Q3 		$5.63K Buy
+95
New +$5.82K ﹤0.01% 609

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Tortoise Investment Management's SPYG Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q4 2025, closing a stake of 95 shares — an estimated $9.93K sold.

Tortoise Investment Management first reported a position in SPYG in Q3 2023 and held it in 9 quarters. The position peaked at $9.93K in Q3 2025. 1,344 funds tracked by Wall St. Rank hold SPYG as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 95 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q4 2025, an estimated $9.93K.
  • Tortoise Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.93K in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.