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

Golden State Wealth Management’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	$3.91M	Sell	32,876 -14,141	-30%	-$1.62M	0.36%	61
2026 Q1	$4.6M	Sell	47,017 -27,150	-37%	-$2.83M	0.5%	38
2025 Q4	$7.91M	Buy	74,167 +2,605	+4%	+$276K	0.84%	23
2025 Q3	$7.48M	Buy	71,562 +5,168	+8%	+$515K	0.83%	25
2025 Q2	$6.33M	Sell	66,394 -1,174	-2%	-$101K	0.77%	27
2025 Q1	$5.43M	Buy	67,568 +16,159	+31%	+$1.41M	0.81%	24
2024 Q4	$4.52M	Buy	+51,409	New	+$4.44M	0.68%	27
2022 Q1	$2.91M	Sell	44,946 -340	-0.8%	-$22.1K	0.57%	32
2021 Q4	$3.28M	Buy	45,286 +40,235	+797%	+$2.81M	0.57%	34
2021 Q3	$323K	Buy	+5,051	New	+$334K	0.07%	217
2021 Q1	–	Sell	-19,913	Closed	-$1.1M	–	234
2020 Q4	$1.1M	Sell	19,913 -559	-3%	-$29.4K	0.32%	58
2020 Q3	$1.03M	Sell	20,472 -8,953	-30%	-$439K	0.34%	46
2020 Q2	$1.32M	Buy	29,425 +28,629	+3,597%	+$1.19M	0.34%	58
2020 Q1	$28K	Buy	+796	New	+$32.6K	0.01%	454
2019 Q4	–	Sell	-460	Closed	-$18K	–	808
2019 Q3	$18K	Sell	460 -1,449	-76%	-$56.6K	0.01%	639
2019 Q2	$73K	Buy	1,909 +5	+0.3%	+$190	0.02%	387
2019 Q1	$71K	Buy	+1,904	New	+$67.3K	0.02%	378

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

Golden State Wealth Management's SPYG Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 30% in Q2 2026, selling an estimated $1.62M and leaving 32,876 shares worth $3.91M. The position accounts for 0.36% of the portfolio, ranked #61.

Golden State Wealth Management first reported a position in SPYG in Q1 2019 and has held it in 17 quarters since. The position peaked at $7.91M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Golden State Wealth Management held 32,876 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.91M as of Q2 2026.
Golden State Wealth Management sold 14,141 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.62M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.36% of Golden State Wealth Management's portfolio in Q2 2026, its #61 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.91M in Q4 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.