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Go Invest LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Go Invest LLC’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 		$684K Sell
5,751
-1,504
-21% -$172K 0.16% 20
2026
Q1 		$710K Buy
7,255
+373
+5% +$38.8K 0.2% 20
2025
Q4 		$734K Buy
+6,882
New +$730K 0.24% 19

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Go Invest LLC's SPYG Position: Q2 2026 in Review

Go Invest LLC reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q2 2026, selling an estimated $172K and leaving 5,751 shares worth $684K. The position accounts for 0.16% of the portfolio, ranked #20.

Go Invest LLC first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $734K in Q4 2025. 853 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Go Invest LLC held 5,751 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $684K as of Q2 2026.
  • Go Invest LLC sold 1,504 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $172K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Go Invest LLC's portfolio in Q2 2026, its #20 holding.
  • Go Invest LLC 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.
  • Go Invest LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $734K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.