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

Abound 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 Q2	$24.7M	Sell	207,305 -29,610	-12%	-$3.39M	9.83%	4
2026 Q1	$23.2M	Sell	236,915 -29,679	-11%	-$3.09M	10.13%	3
2025 Q4	$28.4M	Sell	266,594 -53,932	-17%	-$5.72M	11.01%	1
2025 Q3	$33.5M	Sell	320,526 -2,277	-0.7%	-$227K	13.4%	1
2025 Q2	$30.8M	Buy	322,803 +35,639	+12%	+$3.06M	13.54%	1
2025 Q1	$23.1M	Buy	287,164 +17,849	+7%	+$1.56M	11.68%	1
2024 Q4	$23.7M	Buy	+269,315	New	+$23.3M	11.99%	2

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Financial's SPYG Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $3.39M and leaving 207,305 shares worth $24.7M. The position accounts for 9.83% of the portfolio, ranked #4.

Abound Financial first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.5M in Q3 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Abound Financial held 207,305 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.7M as of Q2 2026.
Abound Financial sold 29,610 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.39M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.83% of Abound Financial's portfolio in Q2 2026, its #4 holding.
Abound Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $33.5M in Q3 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.