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

Diversified Enterprises’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	$831K	Sell	6,987 -88	-1%	-$10.1K	0.04%	186
2026 Q1	$693K	Buy	7,075 +12	+0.2%	+$1.25K	0.04%	194
2025 Q4	$754K	Hold	7,063	–	–	0.04%	162
2025 Q3	$738K	Buy	7,063 +30	+0.4%	+$2.99K	0.05%	124
2025 Q2	$670K	Sell	7,033 -1,549	-18%	-$133K	0.05%	126
2025 Q1	$690K	Buy	8,582 +282	+3%	+$24.6K	0.06%	124
2024 Q4	$730K	Buy	8,300 +126	+2%	+$10.9K	0.07%	100
2024 Q3	$678K	Buy	+8,174	New	+$653K	0.07%	100

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

Diversified Enterprises's SPYG Position: Q2 2026 in Review

Diversified Enterprises reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $10.1K and leaving 6,987 shares worth $831K. The position accounts for 0.04% of the portfolio, ranked #186.

Diversified Enterprises first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Diversified Enterprises held 6,987 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $831K as of Q2 2026.
Diversified Enterprises sold 88 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #186 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.