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

Addison Advisors’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	$18.1K	Sell	152 -41	-21%	-$4.69K	0.01%	351
2026 Q1	$18.9K	Buy	193 +122	+172%	+$12.7K	﹤0.01%	564
2025 Q4	$7.58K	Hold	71	–	–	﹤0.01%	656
2025 Q3	$7.42K	Hold	71	–	–	﹤0.01%	661
2025 Q2	$6.77K	Buy	+71	New	+$6.09K	﹤0.01%	670
2022 Q4	–	Sell	-245	Closed	-$12K	–	808
2022 Q3	$12K	Hold	245	–	–	0.01%	431
2022 Q2	$13K	Buy	245 +26	+12%	+$1.49K	0.01%	413
2022 Q1	$14K	Sell	219 -53	-19%	-$3.45K	0.01%	439
2021 Q4	$20K	Buy	+272	New	+$19K	0.01%	340

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

Addison Advisors's SPYG Position: Q2 2026 in Review

Addison Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q2 2026, selling an estimated $4.69K and leaving 152 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #351.

Addison Advisors first reported a position in SPYG in Q4 2021 and has held it in 9 quarters since. The position peaked at $20K in Q4 2021. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Addison Advisors held 152 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.1K as of Q2 2026.
Addison Advisors sold 41 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.69K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #351 holding.
Addison Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
Addison Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $20K in Q4 2021.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.