Badgley Phelps Wealth Managers’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Badgley Phelps Wealth Managers’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	$241K	Sell	2,024 -842	-29%	-$96.3K	﹤0.01%	312
2026 Q1	$281K	Sell	2,866 -1,260	-31%	-$131K	0.01%	288
2025 Q4	$440K	Buy	+4,126	New	+$437K	0.01%	251

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 22.9% 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

Badgley Phelps Wealth Managers's SPYG Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 29% in Q2 2026, selling an estimated $96.3K and leaving 2,024 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Badgley Phelps Wealth Managers first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Badgley Phelps Wealth Managers held 2,024 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $241K as of Q2 2026.
Badgley Phelps Wealth Managers sold 842 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $96.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #312 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $440K in Q4 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.