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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 1,056 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.
1,056 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.