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

MBL Wealth’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	$3.75M	Sell	31,522 -7,868	-20%	-$899K	0.26%	66
2026 Q1	$3.86M	Sell	39,390 -1,366	-3%	-$142K	0.29%	65
2025 Q4	$4.35M	Buy	40,756 +1,084	+3%	+$115K	0.35%	61
2025 Q3	$4.15M	Buy	39,672 +1,859	+5%	+$185K	0.36%	58
2025 Q2	$3.6M	Buy	+37,813	New	+$3.24M	0.34%	56

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

MBL Wealth's SPYG Position: Q2 2026 in Review

MBL Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q2 2026, selling an estimated $899K and leaving 31,522 shares worth $3.75M. The position accounts for 0.26% of the portfolio, ranked #66.

MBL Wealth first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.35M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

MBL Wealth held 31,522 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.75M as of Q2 2026.
MBL Wealth sold 7,868 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $899K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of MBL Wealth's portfolio in Q2 2026, its #66 holding.
MBL Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
MBL Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.35M in Q4 2025.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.