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

Financial & Tax Architects’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	–	Sell	-2,142	Closed	-$210K	–	125
2026 Q1	$210K	Sell	2,142 -584	-21%	-$60.8K	0.05%	107
2025 Q4	$291K	Buy	2,726 +88	+3%	+$9.33K	0.07%	96
2025 Q3	$276K	Sell	2,638 -882	-25%	-$87.8K	0.06%	99
2025 Q2	$336K	Buy	+3,520	New	+$302K	0.08%	84
2025 Q1	–	Sell	-3,992	Closed	-$351K	–	111
2024 Q4	$351K	Buy	+3,992	New	+$345K	0.09%	95

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 & Tax Architects's SPYG Position: Q2 2026 in Review

Financial & Tax Architects sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 2,142 shares — an estimated $210K sold.

Financial & Tax Architects first reported a position in SPYG in Q4 2024 and held it in 5 quarters. The position peaked at $351K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Financial & Tax Architects reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Financial & Tax Architects sold 2,142 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $210K.
Financial & Tax Architects first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and held it in 5 quarters.
Financial & Tax Architects's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $351K in Q4 2024.
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 & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.