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SPYG icon

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

GoalVest Advisory’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 		$5.2M Sell
43,722
-3,843
-8% -$439K 0.97% 14
2026
Q1 		$4.66M Sell
47,565
-3,845
-7% -$400K 0.91% 17
2025
Q4 		$5.49M Sell
51,410
-2,825
-5% -$299K 1.05% 16
2025
Q3 		$5.67M Sell
54,235
-435
-0.8% -$43.3K 1.2% 13
2025
Q2 		$5.21M Sell
54,670
-4,449
-8% -$381K 1.29% 12
2025
Q1 		$4.75M Sell
59,119
-3,192
-5% -$279K 1.31% 9
2024
Q4 		$5.48M Sell
62,311
-3,057
-5% -$264K 1.5% 7
2024
Q3 		$5.42M Sell
65,368
-1,532
-2% -$122K 1.56% 8
2024
Q2 		$5.36M Sell
66,900
-23,685
-26% -$1.77M 1.71% 7
2024
Q1 		$6.63M Sell
90,585
-7,523
-8% -$524K 2.21% 6
2023
Q4 		$6.38M Sell
98,108
-2,883
-3% -$178K 2.81% 7
2023
Q3 		$5.99M Sell
100,991
-489
-0.5% -$30K 3% 6
2023
Q2 		$6.19M Sell
101,480
-2,013
-2% -$115K 3.2% 6
2023
Q1 		$5.73M Sell
103,493
-5,821
-5% -$308K 3.36% 7
2022
Q4 		$5.54M Buy
+109,314
New +$5.69M 3.58% 5
2022
Q2 		– Sell
-1,724
Closed -$114K – 513
2022
Q1 		$114K Buy
+1,724
New +$112K 0.06% 124
2021
Q2 		$109K Sell
1,724
-50
-3% -$3K 0.07% 128
2021
Q1 		$100K Sell
1,774
-34
-2% -$1.91K 0.07% 111
2020
Q4 		$100K Buy
+1,808
New +$95K 0.08% 99

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

GoalVest Advisory's SPYG Position: Q2 2026 in Review

GoalVest Advisory reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.1% in Q2 2026, selling an estimated $439K and leaving 43,722 shares worth $5.2M. The position accounts for 0.97% of the portfolio, ranked #14.

GoalVest Advisory first reported a position in SPYG in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.63M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • GoalVest Advisory held 43,722 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.2M as of Q2 2026.
  • GoalVest Advisory sold 3,843 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $439K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.97% of GoalVest Advisory's portfolio in Q2 2026, its #14 holding.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • GoalVest Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.63M in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.