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

Convergence Financial’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	$97.3M	Buy	817,671 +318,241	+64%	+$36.4M	7.74%	1
2026 Q1	$49.4M	Sell	499,430 -43,260	-8%	-$4.5M	5.23%	6
2025 Q4	$57.9M	Buy	542,690 +1,155	+0.2%	+$122K	8.45%	1
2025 Q3	$56.6M	Buy	541,535 +116,717	+27%	+$11.6M	8.5%	1
2025 Q2	$40.5M	Buy	424,818 +14,678	+4%	+$1.26M	6.96%	1
2025 Q1	$33M	Sell	410,140 -1,790	-0.4%	-$156K	6.47%	2
2024 Q4	$36.2M	Sell	411,930 -1,293	-0.3%	-$112K	7.22%	1
2024 Q3	$34.3M	Buy	413,223 +31,730	+8%	+$2.54M	7.28%	3
2024 Q2	$30.6M	Buy	381,493 +30,737	+9%	+$2.3M	8.08%	2
2024 Q1	$25.7M	Buy	350,756 +987	+0.3%	+$68.7K	10.59%	2
2023 Q4	$22.8M	Buy	349,769 +36,869	+12%	+$2.27M	10.16%	3
2023 Q3	$18.5M	Buy	312,900 +3,399	+1%	+$208K	11.01%	1
2023 Q2	$18.9M	Buy	309,501 +15,321	+5%	+$878K	11.61%	3
2023 Q1	$16.3M	Buy	294,180 +20,978	+8%	+$1.11M	12%	2
2022 Q4	$13.8M	Buy	273,202 +18,208	+7%	+$947K	12.26%	5
2022 Q3	$12.8M	Sell	254,994 -2,711	-1%	-$153K	14.01%	4
2022 Q2	$13.5M	Buy	257,705 +71,651	+39%	+$4.11M	13.92%	4
2022 Q1	$12.3M	Buy	186,054 +12,932	+7%	+$842K	13.21%	6
2021 Q4	$12.5M	Buy	+173,122	New	+$12.1M	13.04%	5

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

Convergence Financial's SPYG Position: Q2 2026 in Review

Convergence Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 64% in Q2 2026, buying an estimated $36.4M and bringing the position to 817,671 shares worth $97.3M. The position accounts for 7.74% of the portfolio, ranked #1.

Convergence Financial first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Convergence Financial held 817,671 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $97.3M as of Q2 2026.
Convergence Financial bought 318,241 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $36.4M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 7.74% of Convergence Financial's portfolio in Q2 2026, its #1 holding.
Convergence Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.