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

Goldstone Financial Group’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	$9.96M	Sell	83,723 -4,261	-5%	-$487K	0.91%	27
2026 Q1	$8.61M	Sell	87,984 -58,331	-40%	-$6.07M	0.93%	28
2025 Q4	$15.6M	Sell	146,315 -3,096	-2%	-$328K	1.74%	12
2025 Q3	$15.6M	Sell	149,411 -9,749	-6%	-$971K	1.85%	10
2025 Q2	$15.3M	Sell	159,160 -974	-0.6%	-$83.5K	2.02%	10
2025 Q1	$12.9M	Buy	160,134 +623	+0.4%	+$54.4K	1.95%	11
2024 Q4	$14M	Buy	159,511 +21,945	+16%	+$1.9M	2.2%	8
2024 Q3	$11.4M	Buy	137,566 +11,840	+9%	+$946K	1.99%	13
2024 Q2	$10.1M	Buy	125,726 +16,636	+15%	+$1.24M	2.02%	12
2024 Q1	$7.98M	Buy	109,090 +22,561	+26%	+$1.57M	1.83%	16
2023 Q4	$5.63M	Buy	86,529 +16,795	+24%	+$1.04M	1.45%	19
2023 Q3	$4.13M	Buy	69,734 +4,672	+7%	+$286K	1.23%	21
2023 Q2	$3.97M	Buy	65,062 +13,137	+25%	+$753K	1.17%	21
2023 Q1	$2.87M	Buy	+51,925	New	+$2.75M	0.95%	24

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

Goldstone Financial Group's SPYG Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q2 2026, selling an estimated $487K and leaving 83,723 shares worth $9.96M. The position accounts for 0.91% of the portfolio, ranked #27.

Goldstone Financial Group first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.6M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Goldstone Financial Group held 83,723 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.96M as of Q2 2026.
Goldstone Financial Group sold 4,261 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $487K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.91% of Goldstone Financial Group's portfolio in Q2 2026, its #27 holding.
Goldstone Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.6M in Q3 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 Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.