Bernardo Wealth Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bernardo Wealth Planning’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	$285K	Hold	2,398	–	–	0.05%	111
2026 Q1	$235K	Hold	2,398	–	–	0.05%	113
2025 Q4	$256K	Buy	2,398 +153	+7%	+$16.2K	0.05%	111
2025 Q3	$235K	Hold	2,245	–	–	0.05%	110
2025 Q2	$214K	Buy	+2,245	New	+$192K	0.05%	115
2020 Q1	–	Sell	-5,994	Closed	-$251K	–	158
2019 Q4	$251K	Sell	5,994 -4,329	-42%	-$174K	0.15%	139
2019 Q3	$401K	Buy	+10,323	New	+$403K	0.29%	93

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

Bernardo Wealth Planning's SPYG Position: Q2 2026 in Review

Bernardo Wealth Planning held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,398 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #111.

Bernardo Wealth Planning first reported a position in SPYG in Q3 2019 and has held it in 7 quarters since. The position peaked at $401K in Q3 2019. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Bernardo Wealth Planning held 2,398 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $285K as of Q2 2026.
Bernardo Wealth Planning left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #111 holding.
Bernardo Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 7 quarters since.
Bernardo Wealth Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $401K in Q3 2019.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.