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SPYG icon

Holistic Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Holistic Planning’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 		$1.12M Sell
9,394
-2,370
-20% -$271K 0.17% 120
2026
Q1 		$1.15M Buy
11,764
+4,747
+68% +$494K 0.23% 93
2025
Q4 		$749K Buy
+7,017
New +$744K 0.16% 119

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Planning's SPYG Position: Q2 2026 in Review

Holistic Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q2 2026, selling an estimated $271K and leaving 9,394 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #120.

Holistic Planning first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Holistic Planning held 9,394 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.12M as of Q2 2026.
  • Holistic Planning sold 2,370 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $271K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #120 holding.
  • Holistic Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.15M in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.