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

Ballast Financial 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	$212K	Buy	+1,780	New	+$203K	0.19%	69

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

Ballast Financial Advisors's SPYG Position: Q2 2026 in Review

Ballast Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,780 shares worth $212K. The stake represents 0.19% of the portfolio and ranks #69 among its holdings.

1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Ballast Financial Advisors held 1,780 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $212K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Ballast Financial Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Ballast Financial Advisors's portfolio in Q2 2026, its #69 holding.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.