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SPYG icon

Burney Company’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Burney Company’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 		$5.59M Sell
46,951
-876
-2% -$100K 0.15% 118
2026
Q1 		$4.68M Sell
47,827
-11,994
-20% -$1.25M 0.15% 121
2025
Q4 		$6.38M Sell
59,821
-1,998
-3% -$212K 0.2% 111
2025
Q3 		$6.46M Buy
61,819
+1,312
+2% +$131K 0.21% 111
2025
Q2 		$5.77M Buy
60,507
+13,778
+29% +$1.18M 0.2% 114
2025
Q1 		$3.76M Sell
46,729
-711
-1% -$62.1K 0.14% 149
2024
Q4 		$4.17M Sell
47,440
-909
-2% -$78.5K 0.15% 148
2024
Q3 		$4.01M Buy
48,349
+1,538
+3% +$123K 0.14% 157
2024
Q2 		$3.75M Sell
46,811
-341
-0.7% -$25.5K 0.14% 168
2024
Q1 		$3.45M Buy
47,152
+2,874
+6% +$200K 0.13% 171
2023
Q4 		$2.88M Buy
44,278
+10,403
+31% +$642K 0.12% 183
2023
Q3 		$2.01M Buy
33,875
+2,826
+9% +$173K 0.09% 221
2023
Q2 		$1.89M Sell
31,049
-3,022
-9% -$173K 0.09% 236
2023
Q1 		$1.89M Sell
34,071
-17,571
-34% -$930K 0.09% 232
2022
Q4 		$2.62M Sell
51,642
-31,177
-38% -$1.62M 0.13% 176
2022
Q3 		$4.15M Buy
82,819
+5,448
+7% +$307K 0.23% 126
2022
Q2 		$4.04M Sell
77,371
-237
-0.3% -$13.6K 0.21% 128
2022
Q1 		$5.14M Buy
77,608
+8,727
+13% +$568K 0.24% 120
2021
Q4 		$4.99M Sell
68,881
-2,767
-4% -$193K 0.22% 131
2021
Q3 		$4.59M Buy
71,648
+2,479
+4% +$164K 0.22% 136
2021
Q2 		$4.36M Buy
69,169
+2,708
+4% +$162K 0.2% 140
2021
Q1 		$3.75M Sell
66,461
-5,406
-8% -$303K 0.18% 145
2020
Q4 		$3.97M Buy
71,867
+118
+0.2% +$6.2K 0.22% 134
2020
Q3 		$3.6M Buy
71,749
+1,338
+2% +$65.6K 0.22% 137
2020
Q2 		$3.16M Sell
70,411
-5,375
-7% -$223K 0.21% 138
2020
Q1 		$2.71M Sell
75,786
-35,074
-32% -$1.44M 0.21% 132
2019
Q4 		$4.65M Buy
110,860
+1,114
+1% +$44.6K 0.26% 119
2019
Q3 		$4.27M Sell
109,746
-2,697
-2% -$105K 0.26% 118
2019
Q2 		$4.36M Buy
112,443
+14,552
+15% +$553K 0.26% 118
2019
Q1 		$3.64M Buy
97,891
+18,667
+24% +$660K 0.23% 138
2018
Q4 		$2.58M Buy
79,224
+48,322
+156% +$1.69M 0.18% 154
2018
Q3 		$1.18M Buy
30,902
+19,654
+175% +$730K 0.07% 242
2018
Q2 		$395K Buy
+11,248
New +$390K 0.02% 344

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

Burney Company's SPYG Position: Q2 2026 in Review

Burney Company reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q2 2026, selling an estimated $100K and leaving 46,951 shares worth $5.59M. The position accounts for 0.15% of the portfolio, ranked #118.

Burney Company first reported a position in SPYG in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.46M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Burney Company held 46,951 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.59M as of Q2 2026.
  • Burney Company sold 876 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $100K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of Burney Company's portfolio in Q2 2026, its #118 holding.
  • Burney Company first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • Burney Company's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.46M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.