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von Borstel & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

von Borstel & Associates’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 		$257K Buy
2,630
+1
+0% +$104 0.06% 33
2025
Q4 		$280K Buy
2,629
+1
+0% +$106 0.07% 34
2025
Q3 		$283K Sell
2,628
-5
-0.2% -$498 0.04% 133
2025
Q2 		$259K Sell
2,633
-22
-0.8% -$1.89K 0.07% 34
2025
Q1 		$213K Sell
2,655
-71
-3% -$6.2K 0.06% 34
2024
Q4 		$239K Sell
2,726
-214
-7% -$18.5K 0.09% 36
2024
Q3 		$243K Buy
+2,940
New +$235K 0.14% 34

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

von Borstel & Associates's SPYG Position: Q1 2026 in Review

von Borstel & Associates increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.04% in Q1 2026, buying an estimated $104 and bringing the position to 2,630 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #33.

von Borstel & Associates first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $283K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • von Borstel & Associates held 2,630 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $257K as of Q1 2026.
  • von Borstel & Associates bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q1 2026, an estimated $104.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of von Borstel & Associates's portfolio in Q1 2026, its #33 holding.
  • von Borstel & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $283K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.