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

Grantvest 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	$322K	Sell	2,703 -23	-0.8%	-$2.63K	0.19%	130
2026 Q1	$267K	Sell	2,726 -352	-11%	-$36.7K	0.17%	141
2025 Q4	$328K	Buy	3,078 +86	+3%	+$9.12K	0.21%	112
2025 Q3	$313K	Buy	2,992 +6	+0.2%	+$598	0.22%	111
2025 Q2	$285K	Buy	2,986 +1	+0%	+$86	0.21%	107
2025 Q1	$240K	Buy	+2,985	New	+$261K	0.19%	112

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

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

Grantvest Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.84% in Q2 2026, selling an estimated $2.63K and leaving 2,703 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #130.

Grantvest Financial Group first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Grantvest Financial Group held 2,703 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $322K as of Q2 2026.
Grantvest Financial Group sold 23 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.63K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Grantvest Financial Group's portfolio in Q2 2026, its #130 holding.
Grantvest Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Grantvest Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $328K in Q4 2025.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.