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

Castleview Partners’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	$264K	Buy	+2,216	New	+$253K	0.12%	178
2026 Q1	–	Sell	-2,059	Closed	-$220K	–	221
2025 Q4	$220K	Buy	+2,059	New	+$218K	0.11%	178
2025 Q2	–	Sell	-2,919	Closed	-$235K	–	191
2025 Q1	$235K	Sell	2,919 -5,416	-65%	-$473K	0.16%	156
2024 Q4	$732K	Sell	8,335 -11	-0.1%	-$950	0.39%	62
2024 Q3	$692K	Buy	8,346 +8	+0.1%	+$639	0.4%	58
2024 Q2	$668K	Sell	8,338 -2,470	-23%	-$184K	0.38%	58
2024 Q1	$791K	Buy	10,808 +83	+0.8%	+$5.78K	0.44%	54
2023 Q4	$698K	Buy	10,725 +10,718	+153,114%	+$661K	0.49%	40
2023 Q3	$415	Hold	7	–	–	﹤0.01%	643
2023 Q2	$427	Hold	7	–	–	﹤0.01%	664
2023 Q1	$388	Hold	7	–	–	﹤0.01%	645
2022 Q4	$354	Hold	7	–	–	﹤0.01%	594
2022 Q3	$0	Sell	7 -7,476	-100%	-$421K	﹤0.01%	744
2022 Q2	$222K	Buy	7,483 +7,187	+2,428%	+$412K	0.18%	127
2022 Q1	$19K	Sell	296 -45,215	-99%	-$2.94M	0.01%	434
2021 Q4	$628	Buy	+45,511	New	+$3.18M	0.01%	475
2021 Q2	$44K	Buy	+702	New	+$42.1K	0.02%	441

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

Castleview Partners's SPYG Position: Q2 2026 in Review

Castleview Partners opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 2,216 shares worth $264K. The stake represents 0.12% of the portfolio and ranks #178 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SPYG as recently as Q4 2025.

Castleview Partners first reported a position in SPYG in Q2 2021 and has held it in 17 quarters since. The position peaked at $791K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Castleview Partners held 2,216 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $264K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Castleview Partners position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of Castleview Partners's portfolio in Q2 2026, its #178 holding.
Castleview Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 17 quarters since.
Castleview Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $791K in Q1 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.