AFTS
SPYG icon

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

American Financial & Tax Strategies’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 		$6.51M Sell
54,694
-4,477
-8% -$512K 2.94% 8
2026
Q1 		$5.79M Sell
59,171
-1,231
-2% -$128K 2.82% 9
2025
Q4 		$6.44M Sell
60,402
-1,527
-2% -$162K 3.21% 7
2025
Q3 		$6.47M Sell
61,929
-6,681
-10% -$665K 3.23% 7
2025
Q2 		$6.54M Sell
68,610
-24,218
-26% -$2.08M 3.38% 7
2025
Q1 		$7.46M Sell
92,828
-10,887
-10% -$950K 4.01% 5
2024
Q4 		$9.12M Sell
103,715
-829
-0.8% -$71.6K 4.72% 3
2024
Q3 		$8.67M Sell
104,544
-5,137
-5% -$411K 4.4% 4
2024
Q2 		$8.79M Sell
109,681
-9,137
-8% -$682K 4.63% 3
2024
Q1 		$8.69M Sell
118,818
-7,420
-6% -$516K 4.67% 2
2023
Q4 		$8.21M Buy
+126,238
New +$7.78M 4.69% 2

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

American Financial & Tax Strategies's SPYG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.6% in Q2 2026, selling an estimated $512K and leaving 54,694 shares worth $6.51M. The position accounts for 2.94% of the portfolio, ranked #8.

American Financial & Tax Strategies first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.12M in Q4 2024. 1,069 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • American Financial & Tax Strategies held 54,694 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.51M as of Q2 2026.
  • American Financial & Tax Strategies sold 4,477 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $512K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.94% of American Financial & Tax Strategies's portfolio in Q2 2026, its #8 holding.
  • American Financial & Tax Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.12M in Q4 2024.
  • 1,069 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.