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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return