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

Arkadios Wealth 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	$6.71M	Sell	56,426 -3,630	-6%	-$415K	0.1%	212
2026 Q1	$5.88M	Buy	60,056 +49,863	+489%	+$5.19M	0.1%	236
2025 Q4	$1.09M	Buy	10,193 +244	+2%	+$25.9K	0.02%	662
2025 Q3	$1.04M	Buy	9,949 +784	+9%	+$78.1K	0.02%	621
2025 Q2	$874K	Buy	9,165 +913	+11%	+$78.3K	0.03%	618
2025 Q1	$663K	Buy	8,252 +4,838	+142%	+$422K	0.03%	600
2024 Q4	$300K	Sell	3,414 -106	-3%	-$9.16K	0.02%	714
2024 Q3	$292K	Buy	3,520 +294	+9%	+$23.5K	0.02%	714
2024 Q2	$258K	Buy	+3,226	New	+$241K	0.02%	683
2021 Q4	–	Sell	-591	Closed	-$37K	–	1620
2021 Q3	$37K	Buy	591 +109	+23%	+$7.2K	0.01%	985
2021 Q2	$30K	Buy	+482	New	+$28.9K	﹤0.01%	1129

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

Arkadios Wealth Advisors's SPYG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6% in Q2 2026, selling an estimated $415K and leaving 56,426 shares worth $6.71M. The position accounts for 0.1% of the portfolio, ranked #212.

Arkadios Wealth Advisors first reported a position in SPYG in Q2 2021 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Arkadios Wealth Advisors held 56,426 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.71M as of Q2 2026.
Arkadios Wealth Advisors sold 3,630 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $415K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 11 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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