Aspetuck Financial Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Aspetuck Financial Management’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	$2.64M	Sell	22,227 -1,404	-6%	-$161K	1.56%	21
2026 Q1	$2.31M	Sell	23,631 -7,509	-24%	-$782K	1.59%	24
2025 Q4	$3.32M	Sell	31,140 -1,377	-4%	-$146K	2.23%	16
2025 Q3	$3.4M	Sell	32,517 -303	-0.9%	-$30.2K	2.33%	15
2025 Q2	$3.13M	Sell	32,820 -156	-0.5%	-$13.4K	2.36%	16
2025 Q1	$2.65M	Sell	32,976 -220	-0.7%	-$19.2K	2.28%	17
2024 Q4	$2.92M	Buy	+33,196	New	+$2.87M	2.27%	16

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

Aspetuck Financial Management's SPYG Position: Q2 2026 in Review

Aspetuck Financial Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.9% in Q2 2026, selling an estimated $161K and leaving 22,227 shares worth $2.64M. The position accounts for 1.56% of the portfolio, ranked #21.

Aspetuck Financial Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Aspetuck Financial Management held 22,227 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.64M as of Q2 2026.
Aspetuck Financial Management sold 1,404 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.56% of Aspetuck Financial Management's portfolio in Q2 2026, its #21 holding.
Aspetuck Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Aspetuck Financial Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.4M in Q3 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 Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.