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

Elite 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	$12M	Sell	101,219 -2,515	-2%	-$288K	4.86%	8
2026 Q1	$10.2M	Sell	103,734 -3,112	-3%	-$324K	4.55%	10
2025 Q4	$11.4M	Sell	106,846 -1,652	-2%	-$175K	5.19%	8
2025 Q3	$11.7M	Sell	108,498 -4,264	-4%	-$425K	5.35%	8
2025 Q2	$11.1M	Sell	112,762 -3,120	-3%	-$267K	5.47%	8
2025 Q1	$9.31M	Sell	115,882 -73	-0.1%	-$6.37K	4.92%	9
2024 Q4	$10.2M	Buy	+115,955	New	+$10M	5.52%	8

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

Elite Financial's SPYG Position: Q2 2026 in Review

Elite Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q2 2026, selling an estimated $288K and leaving 101,219 shares worth $12M. The position accounts for 4.86% of the portfolio, ranked #8.

Elite Financial first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Elite Financial held 101,219 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12M as of Q2 2026.
Elite Financial sold 2,515 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $288K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.86% of Elite Financial's portfolio in Q2 2026, its #8 holding.
Elite Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 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 Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.