This article first appeared on GuruFocus .
State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) recorded a net $239.6 million of ETF activity on Wednesday, Nov. 4, adding to 151 positions with no decreases. Gross traded value matched the net figure at $239.6 million against $54.71 billion in assets under management.
See which funds are buying and selling on GuruFocus ETF Trends , or find and compare funds with the ETF Screener .
What did SPYG buy on Wednesday?
Its largest buys by dollar value were NVDA ($29.8 million), MSFT ($25.4 million) and ORCL ($24.2 million).
| Stock |
Shares changed |
Value |
Position |
|---|---|---|---|
| NVIDIA CORP ( NVDA ) |
+148,759 |
$29.8M |
13.70% of fund |
| MICROSOFT CORP ( MSFT ) |
+45,659 |
$25.4M |
11.67% of fund |
| ORACLE CORP ( ORCL ) |
+195,769 |
$24.2M |
0.36% of fund |
| APPLE INC ( AAPL ) |
+44,842 |
$15.7M |
7.21% of fund |
| ALPHABET INC CL A ( GOOGL ) |
+36,075 |
$10.4M |
4.80% of fund |
The largest buy was $29.8 million of NVIDIA CORP ( NVDA ), lifting its weight to 13.7%, followed by $25.4 million of MICROSOFT CORP ( MSFT ) at 11.67% and $24.2 million of ORACLE CORP ( ORCL ) at 0.36%. Apple Inc ( AAPL ) drew $15.7 million and Alphabet Inc Cl A ( GOOGL ) $10.4 million. All of the top buys were existing holdings, with no new positions opened and no positions sold out on the day.
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 153 stocks with 59.7% of assets in its 10 largest holdings. Technology accounts for 52.3% of classified holdings, Communication Services 13.8% and Financial Services 9.9%, and the portfolio is 100.0% large-cap. It charges an expense ratio of 0.04%, and its top holdings are NVIDIA CORP at 13.7%, MICROSOFT CORP at 11.67%, APPLE INC at 7.21%, ALPHABET INC CL A at 4.8% and BROADCOM INC at 4.38%. The fund has a GF Score of 91, a P/E of 25.31, a P/B of 7.31, a dividend yield of 0.53% and a year-to-date return of 4.58%.
State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) at a glance
| Measure |
Value |
|---|---|
| Category |
Equity US |
| Asset class |
Equity |
| Holdings |
153 |
| Top 10 holdings |
59.7% of assets |
| Largest sectors |
Technology 52.3%, Communication Services 13.8%, Financial Services 9.9% |
| Expense ratio |
0.04% |
| Market-cap mix |
Large 100.0%, mid 0.0%, small 0.0% |
| 91/100 |
|
| P/E |
25.31 |
| P/B |
7.31 |
| Dividend yield |
0.53% |
| Year-to-date return |
+4.58% |
| Top holdings |
NVDA (13.70%), MSFT (11.67%), AAPL (7.21%), GOOGL (4.80%), AVGO (4.38%) |
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 .
What should investors watch next for SPYG?
With 151 positions increased and none decreased, watch whether the next update keeps the same one-way buying pattern or begins trimming the largest weights. Any shift in the 13.7% NVIDIA stake will be the key figure to track.
Based on holdings changes reported by State Street SPDR Portfolio S&P 500 Growth ETF ( SPYG ) for Nov. 4, 2026, US-listed stocks only.
