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

Focus Partners Wealth’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	$28.5M	Buy	239,300 +431	+0.2%	+$49.3K	0.03%	431
2026 Q1	$23.4M	Sell	238,869 -10,447	-4%	-$1.09M	0.03%	453
2025 Q4	$26.6M	Buy	249,316 +90,026	+57%	+$9.54M	0.03%	423
2025 Q3	$16.6M	Buy	159,290 +15,963	+11%	+$1.59M	0.03%	435
2025 Q2	$13.7M	Buy	143,327 +1,644	+1%	+$141K	0.03%	437
2025 Q1	$11.4M	Sell	141,683 -3,246	-2%	-$283K	0.03%	451
2024 Q4	$12.7M	Buy	144,929 +90,000	+164%	+$7.78M	0.03%	406
2024 Q3	$4.56M	Sell	54,929 -78,512	-59%	-$6.28M	0.01%	581
2024 Q2	$10.7M	Buy	133,441 +93,327	+233%	+$6.97M	0.04%	376
2024 Q1	$2.93M	Buy	40,114 +16,056	+67%	+$1.12M	0.02%	424
2023 Q4	$1.56M	Buy	+24,058	New	+$1.48M	0.02%	383

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

Focus Partners Wealth's SPYG Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.18% in Q2 2026, buying an estimated $49.3K and bringing the position to 239,300 shares worth $28.5M. The position accounts for 0.03% of the portfolio, ranked #431.

Focus Partners Wealth first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Focus Partners Wealth held 239,300 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.5M as of Q2 2026.
Focus Partners Wealth bought 431 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $49.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #431 holding.
Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.