GSEP
SPYG icon

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

Golden State Equity Partners’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
-598
Closed -$58.5K – 1570
2026
Q1 		$58.5K Sell
598
-2,239
-79% -$233K ﹤0.01% 857
2025
Q4 		$303K Buy
+2,837
New +$301K 0.05% 389
2025
Q1 		– Sell
-2,293
Closed -$201K – 472
2024
Q4 		$201K Sell
2,293
-286
-11% -$24.7K 0.04% 417
2024
Q3 		$220K Buy
+2,579
New +$206K 0.12% 168
2023
Q4 		$8.87M Buy
136,250
+30,090
+28% +$1.86M 2.15% 5
2023
Q3 		$6.3M Buy
106,160
+97,926
+1,189% +$6M 1.75% 5
2023
Q2 		$500K Sell
8,234
-45,534
-85% -$2.61M 0.14% 179
2023
Q1 		$2.98M Buy
+53,768
New +$2.85M 1.61% 11
2022
Q1 		$4.58M Buy
69,226
+31,221
+82% +$2.03M 2.31% 5
2021
Q4 		$2.75M Sell
38,005
-83,443
-69% -$5.83M 1.39% 21
2021
Q3 		$7.78M Buy
121,448
+24,770
+26% +$1.64M 3.17% 4
2021
Q2 		$6.09M Buy
96,678
+35,488
+58% +$2.13M 2.35% 5
2021
Q1 		$3.45M Buy
61,190
+24,433
+66% +$1.37M 1.97% 10
2020
Q4 		$2.03M Buy
+36,757
New +$1.93M 1.4% 13

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Golden State Equity Partners's SPYG Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 598 shares — an estimated $58.5K sold.

Golden State Equity Partners first reported a position in SPYG in Q4 2020 and held it in 14 quarters. The position peaked at $8.87M in Q4 2023. 802 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Golden State Equity Partners reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 598 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $58.5K.
  • Golden State Equity Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 14 quarters.
  • Golden State Equity Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.87M in Q4 2023.
  • 802 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.