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

Beaumont 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	$211K	Buy	+1,772	New	+$203K	0.01%	360
2025 Q4	–	Sell	-1,970	Closed	-$206K	–	405
2025 Q3	$206K	Buy	+1,970	New	+$196K	0.01%	385
2025 Q1	–	Sell	-2,368	Closed	-$208K	–	384
2024 Q4	$208K	Buy	+2,368	New	+$205K	0.02%	354
2022 Q2	–	Sell	-3,333	Closed	-$221K	–	361
2022 Q1	$221K	Buy	3,333 +2	+0.1%	+$130	0.02%	335
2021 Q4	$241K	Buy	3,331 +1	+0%	+$70	0.02%	316
2021 Q3	$213K	Hold	3,330	–	–	0.02%	339
2021 Q2	$210K	Buy	+3,330	New	+$200K	0.02%	356
2018 Q4	–	Sell	-85,645	Closed	-$3.27M	–	235
2018 Q3	$3.27M	Buy	+85,645	New	+$3.18M	0.33%	71

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

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

Beaumont Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,772 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in SPYG as recently as Q3 2025.

Beaumont Financial Advisors first reported a position in SPYG in Q3 2018 and has held it in 8 quarters since. The position peaked at $3.27M in Q3 2018. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Beaumont Financial Advisors held 1,772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $211K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Beaumont Financial Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #360 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 8 quarters since.
Beaumont Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.27M in Q3 2018.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.