This article first appeared on GuruFocus .
State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) added to all 152 of its positions on Monday, with no decreases, for gross ETF activity of $207.4 million and net buying of the same amount. The fund's $207.4 million in purchases came against no reported sales, and its assets stood at $54.12 billion.
What did SPYG buy on Monday?
Its largest buys by dollar value were NVDA ($29.4 million), MSFT ($22.6 million) and AAPL ($14.8 million).
| Stock |
Shares changed |
Value |
Position |
|---|---|---|---|
| NVIDIA CORP ( NVDA ) |
+145,476 |
$29.4M |
14.18% of fund |
| MICROSOFT CORP ( MSFT ) |
+44,640 |
$22.6M |
10.92% of fund |
| APPLE INC ( AAPL ) |
+43,884 |
$14.8M |
7.16% of fund |
| ALPHABET INC CL A ( GOOGL ) |
+35,280 |
$9.8M |
4.75% of fund |
| BROADCOM INC ( AVGO ) |
+28,584 |
$9.2M |
4.45% of fund |
The largest buy was NVIDIA ( NVDA ), which received 145,476 additional shares worth $29.4 million and makes up 14.18% of the fund. Microsoft ( MSFT ) followed with 44,640 shares added for $22.6 million at a 10.92% weight, then Apple ( AAPL ) with 43,884 shares for $14.8 million at 7.16%. Alphabet ( GOOGL ) drew 35,280 shares for $9.8 million at 4.75%, and Broadcom ( AVGO ) added 28,584 shares for $9.2 million at 4.45%. None of the buys were new positions, and there were no exits.
How does SPYG invest?
State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) is an Equity US fund in the Equity asset class holding 152 stocks, with 59.2% of assets in its 10 largest holdings. Technology accounts for 52.4% of the stocks that could be classified, Communication Services 13.6% and Financial Services 9.7%, and the portfolio is 100.0% large-cap. It charges an expense ratio of 0.04%, and its top holdings are NVIDIA at 14.18%, Microsoft at 10.92%, Apple at 7.16%, Alphabet at 4.75% and Broadcom at 4.45%. The fund has a GF Score of 91, a P/E of 25.2, a P/B of 7.14, a dividend yield of 0.51% and a year-to-date return of 9.61%.
State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) at a glance
| Measure |
Value |
|---|---|
| Category |
Equity US |
| Asset class |
Equity |
| Holdings |
152 |
| Top 10 holdings |
59.2% of assets |
| Largest sectors |
Technology 52.4%, Communication Services 13.6%, Financial Services 9.7% |
| Expense ratio |
0.04% |
| Market-cap mix |
Large 100.0%, mid 0.0%, small 0.0% |
| 91/100 |
|
| P/E |
25.20 |
| P/B |
7.14 |
| Dividend yield |
0.51% |
| Year-to-date return |
+9.61% |
| Top holdings |
NVDA (14.18%), MSFT (10.92%), AAPL (7.16%), GOOGL (4.75%), AVGO (4.45%) |
See the full State Street SPDR Portfolio S&P 500 Growth ETF profile , or compare it with similar funds in the ETF Screener . Its biggest buy this time, NVDA, has its own GF Value page and stock summary .
Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener .
What should investors watch next for SPYG?
With every position increased and no sales, watch whether the fund keeps adding across the board or begins trimming its heavily weighted technology names at the next holdings update.
Based on holdings changes reported by State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) for Nov. 2, 2026, US-listed stocks only.
What else did ETFs trade on Monday?
-
55 ETFs Add to NVIDIA ( NASDAQ:NVDA ) on Nov. 2
-
49 ETFs Add to Apple ( NASDAQ:AAPL ) Holdings on Nov. 2
-
ETFs Bought $561.6 Million of Microsoft ( NASDAQ:MSFT ) on Monday
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53 ETFs Add to Broadcom ( NASDAQ:AVGO ) Holdings on Nov. 2
