Ballast Rock Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Ballast Rock Private Wealth’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	$975K	Buy	8,195 +11	+0.1%	+$1.26K	0.45%	60
2026 Q1	$801K	Buy	8,184 +11	+0.1%	+$1.15K	0.44%	60
2025 Q4	$872K	Buy	+8,173	New	+$866K	0.55%	57

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 Rock Private Wealth's SPYG Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.13% in Q2 2026, buying an estimated $1.26K and bringing the position to 8,195 shares worth $975K. The position accounts for 0.45% of the portfolio, ranked #60.

Ballast Rock Private Wealth first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Ballast Rock Private Wealth held 8,195 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $975K as of Q2 2026.
Ballast Rock Private Wealth bought 11 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.26K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.45% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #60 holding.
Ballast Rock Private Wealth 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.
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 Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.