B.O.S.S. Retirement Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

B.O.S.S. Retirement 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	$317K	Buy	2,666 +220	+9%	+$25.2K	0.09%	123
2026 Q1	$239K	Sell	2,446 -1,316	-35%	-$137K	0.07%	153
2025 Q4	$401K	Buy	3,762 +698	+23%	+$74K	0.13%	108
2025 Q3	$320K	Buy	3,064 +487	+19%	+$48.5K	0.08%	152
2025 Q2	$246K	Buy	2,577 +30	+1%	+$2.57K	0.06%	165
2025 Q1	$205K	Sell	2,547 -1	-0%	-$87	0.06%	166
2024 Q4	$224K	Sell	2,548 -1,937	-43%	-$167K	0.06%	162
2024 Q3	$372K	Buy	4,485 +1,137	+34%	+$90.9K	0.07%	168
2024 Q2	$268K	Buy	+3,348	New	+$250K	0.07%	155
2024 Q1	–	Sell	-4,287	Closed	-$279K	–	218
2023 Q4	$279K	Sell	4,287 -199	-4%	-$12.3K	0.05%	212
2023 Q3	$266K	Buy	4,486 +32	+0.7%	+$1.96K	0.06%	210
2023 Q2	$272K	Sell	4,454 -287	-6%	-$16.4K	0.06%	212
2023 Q1	$262K	Buy	+4,741	New	+$251K	0.06%	198

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

B.O.S.S. Retirement Advisors's SPYG Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,666 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #123.

B.O.S.S. Retirement Advisors first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $401K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,666 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $317K as of Q2 2026.
B.O.S.S. Retirement Advisors bought 220 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $25.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #123 holding.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $401K in Q4 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 B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.