Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Braun-Bostich & Associates’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	$7.13M	Sell	59,933 -2,705	-4%	-$309K	3.98%	4
2026 Q1	$6.13M	Buy	62,638 +3,343	+6%	+$348K	3.84%	6
2025 Q4	$6.33M	Sell	59,295 -620	-1%	-$65.7K	3.91%	4
2025 Q3	$6.26M	Sell	59,915 -1,542	-3%	-$154K	3.94%	4
2025 Q2	$5.86M	Sell	61,457 -6,837	-10%	-$586K	4%	4
2025 Q1	$5.49M	Sell	68,294 -1,834	-3%	-$160K	4.06%	5
2024 Q4	$6.16M	Sell	70,128 -3,074	-4%	-$266K	4.44%	5
2024 Q3	$6.07M	Sell	73,202 -7,724	-10%	-$617K	4.23%	5
2024 Q2	$6.48M	Buy	80,926 +56,184	+227%	+$4.2M	4.82%	3
2024 Q1	$1.81M	Buy	+24,742	New	+$1.72M	1.52%	14

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

Braun-Bostich & Associates's SPYG Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q2 2026, selling an estimated $309K and leaving 59,933 shares worth $7.13M. The position accounts for 3.98% of the portfolio, ranked #4.

Braun-Bostich & Associates first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Braun-Bostich & Associates held 59,933 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.13M as of Q2 2026.
Braun-Bostich & Associates sold 2,705 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $309K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.98% of Braun-Bostich & Associates's portfolio in Q2 2026, its #4 holding.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.