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

Financial Perspectives’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	$12K	Sell	101 -57	-36%	-$6.52K	﹤0.01%	526
2026 Q1	$15.4K	Buy	158 +102	+182%	+$10.6K	﹤0.01%	483
2025 Q4	$6.01K	Hold	56	–	–	﹤0.01%	574
2025 Q3	$5.88K	Hold	56	–	–	﹤0.01%	572
2025 Q2	$5.35K	Hold	56	–	–	﹤0.01%	573
2025 Q1	$4.51K	Buy	56 +2	+4%	+$175	﹤0.01%	576
2024 Q4	$4.75K	Buy	+54	New	+$4.67K	﹤0.01%	571

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

Financial Perspectives's SPYG Position: Q2 2026 in Review

Financial Perspectives reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 36% in Q2 2026, selling an estimated $6.52K and leaving 101 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Financial Perspectives first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Financial Perspectives held 101 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12K as of Q2 2026.
Financial Perspectives sold 57 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.52K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #526 holding.
Financial Perspectives 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.
Financial Perspectives's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.4K in Q1 2026.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.