Horizon Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Horizon Wealth Management’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	$27.8M	Sell	233,299 -949	-0.4%	-$108K	3.54%	10
2026 Q1	$22.9M	Buy	234,248 +11,760	+5%	+$1.22M	3.36%	9
2025 Q4	$23.7M	Sell	222,488 -471	-0.2%	-$49.9K	3.69%	10
2025 Q3	$23.3M	Buy	222,959 +341	+0.2%	+$34K	3.42%	10
2025 Q2	$21.2M	Sell	222,618 -2,210	-1%	-$189K	3.73%	9
2025 Q1	$18.1M	Sell	224,828 -2,645	-1%	-$231K	3.05%	12
2024 Q4	$20M	Buy	227,473 +3,161	+1%	+$273K	3.48%	10
2024 Q3	$18.6M	Buy	224,312 +5,690	+3%	+$455K	3.71%	11
2024 Q2	$17.5M	Sell	218,622 -33,957	-13%	-$2.54M	4.17%	8
2024 Q1	$18.5M	Sell	252,579 -185,393	-42%	-$12.9M	4.82%	8
2023 Q4	$28.5M	Buy	437,972 +281,981	+181%	+$17.4M	7.92%	4
2023 Q3	$9.25M	Sell	155,991 -17,751	-10%	-$1.09M	3.72%	9
2023 Q2	$10.6M	Buy	173,742 +35,236	+25%	+$2.02M	4.18%	10
2023 Q1	$7.67M	Buy	138,506 +17,936	+15%	+$950K	5.75%	6
2022 Q4	$6.11M	Buy	120,570 +105,061	+677%	+$5.47M	4.98%	7
2022 Q3	$777K	Sell	15,509 -334	-2%	-$18.8K	0.57%	24
2022 Q2	$828K	Sell	15,843 -368	-2%	-$21.1K	0.34%	37
2022 Q1	$1.07M	Sell	16,211 -1,596	-9%	-$104K	0.33%	34
2021 Q4	$1.29M	Buy	+17,807	New	+$1.24M	0.38%	35

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

Horizon Wealth Management's SPYG Position: Q2 2026 in Review

Horizon Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.41% in Q2 2026, selling an estimated $108K and leaving 233,299 shares worth $27.8M. The position accounts for 3.54% of the portfolio, ranked #10.

Horizon Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.5M in Q4 2023. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Horizon Wealth Management held 233,299 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $27.8M as of Q2 2026.
Horizon Wealth Management sold 949 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.54% of Horizon Wealth Management's portfolio in Q2 2026, its #10 holding.
Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $28.5M in Q4 2023.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.