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

626 Financial’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	$727K	Sell	7,424 -186	-2%	-$19.4K	0.32%	51
2025 Q4	$812K	Sell	7,610 -932	-11%	-$98.8K	0.35%	49
2025 Q3	$893K	Hold	8,542	–	–	0.39%	45
2025 Q2	$814K	Hold	8,542	–	–	0.38%	45
2025 Q1	$687K	Hold	8,542	–	–	0.35%	48
2024 Q4	$751K	Hold	8,542	–	–	0.4%	47
2024 Q3	$708K	Sell	8,542 -1,378	-14%	-$110K	0.39%	48
2024 Q2	$795K	Hold	9,920	–	–	0.46%	45
2024 Q1	$726K	Sell	9,920 -229	-2%	-$15.9K	0.44%	44
2023 Q4	$660K	Sell	10,149 -1,266	-11%	-$78.1K	0.44%	45
2023 Q3	$677K	Hold	11,415	–	–	0.46%	45
2023 Q2	$696K	Sell	11,415 -1,037	-8%	-$59.4K	0.44%	45
2023 Q1	$689K	Sell	12,452 -1,417	-10%	-$75K	0.46%	50
2022 Q4	$703K	Sell	13,869 -915	-6%	-$47.6K	0.49%	48
2022 Q3	$741K	Buy	+14,784	New	+$832K	0.6%	40

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

626 Financial's SPYG Position: Q1 2026 in Review

626 Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q1 2026, selling an estimated $19.4K and leaving 7,424 shares worth $727K. The position accounts for 0.32% of the portfolio, ranked #51.

626 Financial first reported a position in SPYG in Q3 2022 and has held it in 15 quarters since. The position peaked at $893K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

626 Financial held 7,424 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $727K as of Q1 2026.
626 Financial sold 186 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $19.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.32% of 626 Financial's portfolio in Q1 2026, its #51 holding.
626 Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
626 Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $893K in Q3 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 626 Financial's 13F filing for Q1 2026, filed 23 Apr 2026.