AO
SPYG icon

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

Advisor OS’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 		$6.91M Buy
58,086
+28,391
+96% +$3.25M 0.46% 41
2026
Q1 		$2.91M Sell
29,695
-39,810
-57% -$4.15M 0.21% 76
2025
Q4 		$7.42M Buy
69,505
+23,521
+51% +$2.49M 0.6% 31
2025
Q3 		$4.81M Sell
45,984
-1,371
-3% -$137K 0.41% 35
2025
Q2 		$4.51M Buy
47,355
+38,549
+438% +$3.3M 0.44% 35
2025
Q1 		$708K Sell
8,806
-40,669
-82% -$3.55M 0.08% 173
2024
Q4 		$4.35M Sell
49,475
-1,268
-2% -$110K 0.5% 31
2024
Q3 		$4.21M Sell
50,743
-452
-0.9% -$36.1K 0.42% 39
2024
Q2 		$4.1M Sell
51,195
-1,519
-3% -$113K 0.45% 39
2024
Q1 		$3.86M Sell
52,714
-2,315
-4% -$161K 0.44% 38
2023
Q4 		$3.58M Sell
55,029
-9,548
-15% -$589K 0.47% 35
2023
Q3 		$3.83M Sell
64,577
-811
-1% -$49.7K 0.57% 30
2023
Q2 		$3.99M Sell
65,388
-6,491
-9% -$372K 0.65% 28
2023
Q1 		$3.98M Buy
71,879
+62,976
+707% +$3.33M 0.96% 22
2022
Q4 		$451K Buy
8,903
+111
+1% +$5.78K 0.12% 157
2022
Q3 		$440K Buy
8,792
+1,372
+18% +$77.2K 0.13% 143
2022
Q2 		$388K Sell
7,420
-59,964
-89% -$3.44M 0.11% 160
2022
Q1 		$4.46M Sell
67,384
-4,756
-7% -$309K 1.29% 17
2021
Q4 		$5.23M Buy
72,140
+311
+0.4% +$21.7K 1.07% 17
2021
Q3 		$4.6M Buy
71,829
+144
+0.2% +$9.51K 1% 16
2021
Q2 		$4.51M Sell
71,685
-3,366
-4% -$202K 0.94% 22
2021
Q1 		$4.23M Buy
+75,051
New +$4.2M 0.96% 20
2020
Q3 		– Sell
-75,951
Closed -$3.41M – 156
2020
Q2 		$3.41M Buy
+75,951
New +$3.15M 2.03% 9

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor OS's SPYG Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 96% in Q2 2026, buying an estimated $3.25M and bringing the position to 58,086 shares worth $6.91M. The position accounts for 0.46% of the portfolio, ranked #41.

Advisor OS first reported a position in SPYG in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.42M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Advisor OS held 58,086 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.91M as of Q2 2026.
  • Advisor OS bought 28,391 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.25M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.46% of Advisor OS's portfolio in Q2 2026, its #41 holding.
  • Advisor OS first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Advisor OS's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.42M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.