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

Westside 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 Q2	$130K	Sell	1,094 -1,125	-51%	-$129K	0.02%	380
2026 Q1	$220K	Buy	2,219 +444	+25%	+$46.2K	0.03%	286
2025 Q4	$189K	Sell	1,775 -444	-20%	-$47.1K	0.03%	290
2025 Q3	$233K	Buy	2,219 +444	+25%	+$44.2K	0.04%	263
2025 Q2	$167K	Buy	+1,775	New	+$152K	0.03%	275
2024 Q3	–	Sell	-220	Closed	-$17.6K	–	1013
2024 Q2	$17.6K	Hold	220	–	–	﹤0.01%	573
2024 Q1	$16.1K	Hold	220	–	–	﹤0.01%	557
2023 Q4	$14.3K	Hold	220	–	–	﹤0.01%	544
2023 Q3	$13K	Hold	220	–	–	﹤0.01%	545
2023 Q2	$13.4K	Hold	220	–	–	﹤0.01%	543
2023 Q1	$12.2K	Hold	220	–	–	﹤0.01%	551
2022 Q4	$11	Hold	220	–	–	﹤0.01%	596
2022 Q3	$11	Hold	220	–	–	﹤0.01%	596
2022 Q2	$11	Hold	220	–	–	﹤0.01%	597
2022 Q1	$14	Hold	220	–	–	﹤0.01%	571
2021 Q4	$15	Hold	220	–	–	﹤0.01%	543
2021 Q3	$14	Hold	220	–	–	﹤0.01%	538
2021 Q2	$13	Buy	+220	New	+$13.2K	﹤0.01%	543

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westside Investment Management's SPYG Position: Q2 2026 in Review

Westside Investment Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 51% in Q2 2026, selling an estimated $129K and leaving 1,094 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #380.

Westside Investment Management first reported a position in SPYG in Q2 2021 and has held it in 18 quarters since. The position peaked at $233K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Westside Investment Management held 1,094 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $130K as of Q2 2026.
Westside Investment Management sold 1,125 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $129K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #380 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 18 quarters since.
Westside Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $233K in Q3 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.