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

Beacon Pointe 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 		$10.7M Buy
89,809
+449
+0.5% +$51.3K 0.05% 325
2026
Q1 		$8.75M Buy
89,360
+26,759
+43% +$2.79M 0.05% 350
2025
Q4 		$6.68M Buy
62,601
+1,132
+2% +$120K 0.05% 323
2025
Q3 		$6.42M Buy
61,469
+4,466
+8% +$445K 0.05% 303
2025
Q2 		$5.43M Sell
57,003
-36,043
-39% -$3.09M 0.06% 294
2025
Q1 		$7.48M Buy
93,046
+35,547
+62% +$3.1M 0.08% 214
2024
Q4 		$5.05M Sell
57,499
-35,163
-38% -$3.04M 0.06% 284
2024
Q3 		$7.69M Buy
92,662
+32,604
+54% +$2.61M 0.09% 203
2024
Q2 		$4.81M Buy
60,058
+992
+2% +$74.1K 0.06% 289
2024
Q1 		$4.32M Sell
59,066
-36,934
-38% -$2.57M 0.05% 321
2023
Q4 		$6.25M Sell
96,000
-1,047
-1% -$64.6K 0.07% 231
2023
Q3 		$5.75M Buy
97,047
+3,914
+4% +$240K 0.07% 239
2023
Q2 		$5.68M Sell
93,133
-2,365
-2% -$135K 0.09% 198
2023
Q1 		$5.29M Buy
95,498
+2,444
+3% +$129K 0.09% 206
2022
Q4 		$4.72M Buy
93,054
+39,756
+75% +$2.07M 0.09% 202
2022
Q3 		$2.67M Sell
53,298
-38,054
-42% -$2.14M 0.06% 262
2022
Q2 		$4.78M Sell
91,352
-385
-0.4% -$22.1K 0.1% 188
2022
Q1 		$6.07M Buy
91,737
+69,367
+310% +$4.51M 0.08% 224
2021
Q4 		$1.62M Buy
22,370
+659
+3% +$46K 0.04% 287
2021
Q3 		$1.39M Buy
21,711
+17,731
+446% +$1.17M 0.03% 348
2021
Q2 		$251K Buy
3,980
+281
+8% +$16.9K 0.01% 719
2021
Q1 		$208K Sell
3,699
-72
-2% -$4.03K 0.01% 498
2020
Q4 		$208K Sell
3,771
-232
-6% -$12.2K 0.01% 464
2020
Q3 		$201K Sell
4,003
-1,319
-25% -$64.7K 0.02% 376
2020
Q2 		$239K Buy
+5,322
New +$221K 0.02% 336
2019
Q4 		– Sell
-5,194
Closed -$202K – 222
2019
Q3 		$202K Hold
5,194
– – 0.09% 167
2019
Q2 		$201K Buy
+5,194
New +$197K 0.07% 196

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's SPYG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.5% in Q2 2026, buying an estimated $51.3K and bringing the position to 89,809 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #325.

Beacon Pointe Advisors first reported a position in SPYG in Q2 2019 and has held it in 27 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Beacon Pointe Advisors held 89,809 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 449 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $51.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #325 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 27 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.