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

Cannon Financial Strategists’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	$109M	Buy	914,234 +30,730	+3%	+$3.51M	12.38%	3
2026 Q1	$86.5M	Buy	883,504 +64,064	+8%	+$6.67M	11.37%	4
2025 Q4	$87.4M	Sell	819,440 -10,876	-1%	-$1.15M	12.16%	3
2025 Q3	$86.8M	Buy	830,316 +11,360	+1%	+$1.13M	12.42%	3
2025 Q2	$78.1M	Buy	818,956 +1,842	+0.2%	+$158K	12.33%	2
2025 Q1	$65.7M	Sell	817,114 -16,693	-2%	-$1.46M	11.27%	3
2024 Q4	$73.3M	Sell	833,807 -24	-0%	-$2.07K	12.57%	3
2024 Q3	$69.2M	Sell	833,831 -938	-0.1%	-$75K	12.09%	3
2024 Q2	$66.9M	Buy	834,769 +10,445	+1%	+$780K	12.75%	3
2024 Q1	$60.3M	Sell	824,324 -5,692	-0.7%	-$396K	11.86%	3
2023 Q4	$54M	Buy	830,016 +157	+0%	+$9.68K	11.56%	3
2023 Q3	$49.2M	Buy	829,859 +16,430	+2%	+$1.01M	12.52%	3
2023 Q2	$49.6M	Buy	813,429 +33,597	+4%	+$1.92M	13.64%	2
2023 Q1	$43.2M	Buy	779,832 +47,933	+7%	+$2.54M	14.61%	2
2022 Q4	$37.1M	Buy	731,899 +38,819	+6%	+$2.02M	13.54%	2
2022 Q3	$34.7M	Buy	693,080 +22,759	+3%	+$1.28M	13.65%	2
2022 Q2	$35M	Buy	670,321 +51,664	+8%	+$2.96M	13.56%	2
2022 Q1	$41M	Buy	618,657 +40,640	+7%	+$2.64M	14.81%	2
2021 Q4	$41.9M	Buy	578,017 +508	+0.1%	+$35.5K	15.04%	2
2021 Q3	$37M	Buy	577,509 +1,378	+0.2%	+$91K	14.31%	2
2021 Q2	$36.3M	Buy	576,131 +21,103	+4%	+$1.27M	14.4%	2
2021 Q1	$31.3M	Buy	555,028 +47,719	+9%	+$2.67M	13.43%	2
2020 Q4	$28M	Sell	507,309 -5,114	-1%	-$269K	13.64%	2
2020 Q3	$25.7M	Sell	512,423 -18,112	-3%	-$888K	14.12%	2
2020 Q2	$23.8M	Buy	530,535 +46,558	+10%	+$1.93M	14.37%	2
2020 Q1	$17.3M	Sell	483,977 -5,136	-1%	-$210K	12.87%	3
2019 Q4	$20.5M	Buy	489,113 +43,090	+10%	+$1.73M	13.37%	2
2019 Q3	$17.3M	Buy	446,023 +106,979	+32%	+$4.18M	13.28%	2
2019 Q2	$13.1M	Buy	339,044 +24,119	+8%	+$916K	11.07%	3
2019 Q1	$11.7M	Buy	+314,925	New	+$11.1M	10.5%	3

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cannon Financial Strategists's SPYG Position: Q2 2026 in Review

Cannon Financial Strategists increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.5% in Q2 2026, buying an estimated $3.51M and bringing the position to 914,234 shares worth $109M. The position accounts for 12.38% of the portfolio, ranked #3.

Cannon Financial Strategists first reported a position in SPYG in Q1 2019 and has held it in 30 quarters since. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cannon Financial Strategists held 914,234 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $109M as of Q2 2026.
Cannon Financial Strategists bought 30,730 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.51M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 12.38% of Cannon Financial Strategists's portfolio in Q2 2026, its #3 holding.
Cannon Financial Strategists first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.