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

Hershey Financial Advisers’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	$2.5M	Buy	+21,049	New	+$2.41M	1.8%	17
2025 Q4	–	Sell	-21,056	Closed	-$2.2M	–	106
2025 Q3	$2.2M	Buy	21,056 +4,528	+27%	+$451K	1.89%	14
2025 Q2	$1.58M	Buy	+16,528	New	+$1.42M	1.41%	30
2024 Q4	$2.74M	Buy	+31,154	New	+$2.69M	2.41%	12
2024 Q2	$5.21K	Buy	+65	New	+$4.86K	﹤0.01%	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

Hershey Financial Advisers's SPYG Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 21,049 shares worth $2.5M. The stake represents 1.8% of the portfolio and ranks #17 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in SPYG as recently as Q3 2025.

Hershey Financial Advisers first reported a position in SPYG in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.74M in Q4 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Hershey Financial Advisers held 21,049 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.5M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Hershey Financial Advisers position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.8% of Hershey Financial Advisers's portfolio in Q2 2026, its #17 holding.
Hershey Financial Advisers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 5 quarters since.
Hershey Financial Advisers's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.74M in Q4 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.