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

Truvestments Capital’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	$392	Hold	4	–	–	﹤0.01%	1100
2025 Q4	$427	Hold	4	–	–	﹤0.01%	960
2025 Q3	$418	Sell	4 -859	-100%	-$85.6K	﹤0.01%	979
2025 Q2	$82.3K	Hold	863	–	–	0.02%	316
2025 Q1	$69.4K	Buy	863 +6	+0.7%	+$524	0.02%	339
2024 Q4	$75.3K	Hold	857	–	–	0.02%	315
2024 Q3	$71.1K	Buy	+857	New	+$68.5K	0.02%	320
2024 Q2	–	Sell	-857	Closed	-$62.7K	–	622
2024 Q1	$62.7K	Hold	857	–	–	0.02%	329
2023 Q4	$55.8K	Hold	857	–	–	0.03%	312
2023 Q3	$50.8K	Hold	857	–	–	0.03%	284
2023 Q2	$52.3K	Sell	857 -18	-2%	-$1.03K	0.03%	287
2023 Q1	$48.4K	Hold	875	–	–	0.03%	293
2022 Q4	$44.3K	Hold	875	–	–	0.03%	311
2022 Q3	$44K	Hold	875	–	–	0.03%	260
2022 Q2	$46K	Buy	+875	New	+$50.2K	0.03%	266
2022 Q1	–	Sell	-875	Closed	-$63K	–	498
2021 Q4	$63K	Hold	875	–	–	0.03%	243
2021 Q3	$56K	Buy	875 +100	+13%	+$6.6K	0.03%	242
2021 Q2	$49K	Sell	775 -70	-8%	-$4.2K	0.03%	252
2021 Q1	$48K	Buy	845 +25	+3%	+$1.4K	0.03%	287
2020 Q4	$45K	Buy	+820	New	+$43.1K	0.03%	277
2020 Q1	–	Sell	-5,745	Closed	-$241K	–	546
2019 Q4	$241K	Buy	5,745 +200	+4%	+$8.02K	0.17%	125
2019 Q3	$216K	Hold	5,545	–	–	0.14%	124
2019 Q2	$215K	Buy	5,545 +1,983	+56%	+$75.3K	0.14%	127
2019 Q1	$133K	Buy	+3,562	New	+$126K	0.1%	136
2018 Q3	$105K	Buy	+2,736	New	+$102K	0.05%	250

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

Truvestments Capital's SPYG Position: Q1 2026 in Review

Truvestments Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 4 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Truvestments Capital first reported a position in SPYG in Q3 2018 and has held it in 25 quarters since. The position peaked at $241K in Q4 2019. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Truvestments Capital held 4 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $392 as of Q1 2026.
Truvestments Capital left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #1100 holding.
Truvestments Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 25 quarters since.
Truvestments Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $241K in Q4 2019.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.