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
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 $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

ZEGA Investments's SPYG Position: Q1 2026 in Review

ZEGA Investments increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.6% in Q1 2026, buying an estimated $21.6K and bringing the position to 2,946 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #233.

ZEGA Investments first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • ZEGA Investments held 2,946 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $288K as of Q1 2026.
  • ZEGA Investments bought 207 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $21.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of ZEGA Investments's portfolio in Q1 2026, its #233 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 4 quarters since.
  • ZEGA Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $295K in Q2 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 ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.