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

Compass Financial 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	$11.9M	Buy	+98,892	New	+$11.3M	1.44%	6

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

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

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

Compass Financial Management's SPYG Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 98,892 shares worth $11.9M. The stake represents 1.44% of the portfolio and ranks #6 among its holdings.

1,358 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Compass Financial Management held 98,892 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.9M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Compass Financial Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.44% of Compass Financial Management's portfolio in Q2 2026, its #6 holding.
1,358 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.