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

Advisor Resource Council’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	$995K	Sell	8,383 -275	-3%	-$31.4K	0.28%	67
2026 Q1	$848K	Buy	8,658 +787	+10%	+$82K	0.27%	74
2025 Q4	$847K	Buy	+7,871	New	+$834K	0.3%	75
2025 Q2	–	Sell	-143,255	Closed	-$11.4M	–	533
2025 Q1	$11.4M	Buy	143,255 +132,196	+1,195%	+$11.5M	0.92%	19
2024 Q4	$972K	Buy	11,059 +3,739	+51%	+$323K	0.7%	16
2024 Q3	$607K	Buy	+7,320	New	+$585K	0.27%	99
2024 Q2	–	Sell	-4,886	Closed	-$318K	–	204
2024 Q1	$318K	Sell	4,886 -116,059	-96%	-$8.08M	0.13%	163
2023 Q4	$7.87M	Buy	+120,945	New	+$7.46M	0.92%	22
2022 Q3	–	Sell	-49,332	Closed	-$2.58M	–	456
2022 Q2	$2.58M	Buy	+49,332	New	+$2.83M	0.24%	84
2022 Q1	–	Sell	-27,460	Closed	-$1.99M	–	497
2021 Q4	$1.99M	Buy	27,460 +24,237	+752%	+$1.69M	0.15%	139
2021 Q3	$207K	Sell	3,223 -3,532	-52%	-$233K	0.06%	205
2021 Q2	$425K	Buy	+6,755	New	+$405K	0.04%	332

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

Advisor Resource Council's SPYG Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.2% in Q2 2026, selling an estimated $31.4K and leaving 8,383 shares worth $995K. The position accounts for 0.28% of the portfolio, ranked #67.

Advisor Resource Council first reported a position in SPYG in Q2 2021 and has held it in 12 quarters since. The position peaked at $11.4M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Advisor Resource Council held 8,383 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $995K as of Q2 2026.
Advisor Resource Council sold 275 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.28% of Advisor Resource Council's portfolio in Q2 2026, its #67 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 12 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.4M in Q1 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 Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.