Carroll Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Carroll Advisory Group’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	$274K	Buy	2,304 +1	+0%	+$114	0.09%	62
2026 Q1	$225K	Sell	2,303 -1,421	-38%	-$148K	0.09%	65
2025 Q4	$397K	Buy	+3,724	New	+$395K	0.17%	54

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

Carroll Advisory Group's SPYG Position: Q2 2026 in Review

Carroll Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.04% in Q2 2026, buying an estimated $114 and bringing the position to 2,304 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #62.

Carroll Advisory Group first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Carroll Advisory Group held 2,304 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $274K as of Q2 2026.
Carroll Advisory Group 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 0.09% of Carroll Advisory Group's portfolio in Q2 2026, its #62 holding.
Carroll Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Carroll Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $397K in Q4 2025.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.