ZI
SPYG icon

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

ZEGA Investments’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 		$393K Buy
3,305
+359
+12% +$41K 0.04% 203
2026
Q1 		$288K Buy
2,946
+207
+8% +$21.6K 0.03% 233
2025
Q4 		$292K Buy
2,739
+114
+4% +$12.1K 0.03% 148
2025
Q3 		$274K Sell
2,625
-474
-15% -$47.2K 0.04% 137
2025
Q2 		$295K Buy
+3,099
New +$266K 0.04% 116

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ZEGA Investments's SPYG Position: Q2 2026 in Review

ZEGA Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $41K and bringing the position to 3,305 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #203.

ZEGA Investments first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • ZEGA Investments held 3,305 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $393K as of Q2 2026.
  • ZEGA Investments bought 359 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $41K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #203 holding.
  • ZEGA Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.