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

Larson 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	$4.02M	Buy	33,826 +1,357	+4%	+$155K	0.11%	166
2026 Q1	$3.18M	Sell	32,469 -1,244	-4%	-$130K	0.1%	175
2025 Q4	$3.6M	Buy	33,713 +96	+0.3%	+$10.2K	0.12%	156
2025 Q3	$3.51M	Sell	33,617 -2,014	-6%	-$201K	0.12%	152
2025 Q2	$3.4M	Sell	35,631 -1,268	-3%	-$109K	0.14%	146
2025 Q1	$2.97M	Buy	36,899 +918	+3%	+$80.1K	0.14%	141
2024 Q4	$3.16M	Sell	35,981 -8,375	-19%	-$724K	0.16%	113
2024 Q3	$3.68M	Sell	44,356 -31,144	-41%	-$2.49M	0.21%	97
2024 Q2	$6.05M	Buy	75,500 +14,530	+24%	+$1.09M	0.41%	49
2024 Q1	$4.46M	Sell	60,970 -2,203	-3%	-$153K	0.34%	56
2023 Q4	$4.11M	Sell	63,173 -298	-0.5%	-$18.4K	0.36%	55
2023 Q3	$3.76M	Buy	63,471 +38,214	+151%	+$2.34M	0.37%	53
2023 Q2	$1.54M	Sell	25,257 -4,056	-14%	-$232K	0.15%	125
2023 Q1	$1.62M	Buy	29,313 +4,304	+17%	+$228K	0.18%	112
2022 Q4	$1.27M	Sell	25,009 -8,281	-25%	-$431K	0.15%	135
2022 Q3	$1.67M	Buy	33,290 +12,510	+60%	+$704K	0.24%	77
2022 Q2	$1.09M	Sell	20,780 -20,792	-50%	-$1.19M	0.19%	63
2022 Q1	$2.75M	Sell	41,572 -43,042	-51%	-$2.8M	0.44%	40
2021 Q4	$6.13M	Buy	84,614 +71,803	+560%	+$5.01M	0.97%	25
2021 Q3	$820K	Buy	12,811 +4,246	+50%	+$280K	0.16%	61
2021 Q2	$539K	Buy	8,565 +445	+5%	+$26.7K	0.13%	70
2021 Q1	$458K	Buy	8,120 +1,598	+25%	+$89.5K	0.13%	66
2020 Q4	$361K	Buy	6,522 +5,471	+521%	+$288K	0.12%	69
2020 Q3	$53K	Buy	1,051 +1,022	+3,524%	+$50.1K	0.02%	191
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	650
2020 Q1	$1K	Buy	+29	New	+$1.19K	﹤0.01%	509

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

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

Larson Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.2% in Q2 2026, buying an estimated $155K and bringing the position to 33,826 shares worth $4.02M. The position accounts for 0.11% of the portfolio, ranked #166.

Larson Financial Group first reported a position in SPYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.13M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Larson Financial Group held 33,826 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.02M as of Q2 2026.
Larson Financial Group bought 1,357 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $155K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Larson Financial Group's portfolio in Q2 2026, its #166 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Larson Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.13M in Q4 2021.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.