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

Bullock Wealth Management’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	$235K	Buy	1,983 +1	+0.1%	+$114	0.1%	162
2026 Q1	$197K	Buy	1,982 +1	+0.1%	+$104	0.1%	167
2025 Q4	$211K	Hold	1,981	–	–	0.1%	156
2025 Q3	$208K	Buy	1,981 +1,351	+214%	+$135K	0.1%	158
2025 Q2	$59.4K	Buy	630 +527	+512%	+$45.2K	0.03%	232
2025 Q1	$8.3K	Buy	103 +1	+1%	+$87	﹤0.01%	403
2024 Q4	$9K	Hold	102	–	–	0.01%	401
2024 Q3	$8.35K	Hold	102	–	–	0.01%	391
2024 Q2	$8.23K	Buy	102 +21	+26%	+$1.57K	0.01%	374
2024 Q1	$5.93K	Buy	+81	New	+$5.64K	﹤0.01%	402

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 22.9% 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

Bullock Wealth Management's SPYG Position: Q2 2026 in Review

Bullock Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.05% in Q2 2026, buying an estimated $114 and bringing the position to 1,983 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #162.

Bullock Wealth Management first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,411 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Bullock Wealth Management held 1,983 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $235K as of Q2 2026.
Bullock Wealth Management bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #162 holding.
Bullock Wealth Management 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.
1,411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.