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EP Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

EP Wealth Advisors’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 		$16.3M Buy
137,355
+84,940
+162% +$9.71M 0.06% 205
2026
Q1 		$5.13M Sell
52,415
-17,648
-25% -$1.84M 0.03% 305
2025
Q4 		$7.48M Buy
+70,063
New +$7.43M 0.04% 230
2025
Q2 		$3.23M Buy
33,881
+6,410
+23% +$549K 0.02% 330
2025
Q1 		$2.21M Sell
27,471
-4,080
-13% -$356K 0.02% 351
2024
Q4 		$2.77M Sell
31,551
-1,843
-6% -$159K 0.02% 300
2024
Q3 		$2.77M Buy
33,394
+2,787
+9% +$223K 0.02% 303
2024
Q2 		$2.45M Sell
30,607
-431
-1% -$32.2K 0.03% 251
2024
Q1 		$2.27M Sell
31,038
-2,014
-6% -$140K 0.03% 240
2023
Q4 		$2.15M Buy
33,052
+23,338
+240% +$1.44M 0.03% 246
2023
Q3 		$576K Buy
9,714
+5,317
+121% +$326K 0.01% 433
2023
Q2 		$667K Sell
4,397
-22,077
-83% -$1.26M 0.01% 406
2023
Q1 		$1.01M Buy
26,474
+14,409
+119% +$763K 0.02% 302
2022
Q4 		$611K Buy
+12,065
New +$628K 0.01% 347
2022
Q3 		– Sell
-8,076
Closed -$422K – 607
2022
Q2 		$422K Buy
8,076
+2,711
+51% +$155K 0.01% 408
2022
Q1 		$355K Sell
5,365
-39
-0.7% -$2.54K 0.01% 456
2021
Q4 		$392K Sell
5,404
-117
-2% -$8.17K 0.01% 407
2021
Q3 		$353K Sell
5,521
-14
-0.3% -$924 0.01% 400
2021
Q2 		$349K Buy
5,535
+810
+17% +$48.6K 0.01% 410
2021
Q1 		$266K Sell
4,725
-380
-7% -$21.3K 0.01% 423
2020
Q4 		$282K Buy
5,105
+515
+11% +$27.1K 0.01% 350
2020
Q3 		$230K Buy
+4,590
New +$225K 0.01% 324
2020
Q2 		– Hold
0
– – – 356

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's SPYG Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 162% in Q2 2026, buying an estimated $9.71M and bringing the position to 137,355 shares worth $16.3M. The position accounts for 0.06% of the portfolio, ranked #205.

EP Wealth Advisors first reported a position in SPYG in Q3 2020 and has held it in 22 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • EP Wealth Advisors held 137,355 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.3M as of Q2 2026.
  • EP Wealth Advisors bought 84,940 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $9.71M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.