MFA
SPYG icon

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

McClarren Financial Advisors’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 		$846K Buy
7,111
+7
+0.1% +$800 0.44% 40
2026
Q1 		$696K Buy
7,104
+3,327
+88% +$346K 0.41% 42
2025
Q4 		$761K Sell
3,777
-1,372
-27% -$145K 0.45% 41
2025
Q3 		$709K Sell
5,149
-1,626
-24% -$162K 0.43% 41
2025
Q2 		$646K Buy
6,775
+1,736
+34% +$149K 0.42% 43
2025
Q1 		$543K Sell
5,039
-1,823
-27% -$159K 0.36% 44
2024
Q4 		$603K Buy
6,862
+2,828
+70% +$244K 1.69% 10
2024
Q3 		$1.16M Buy
4,034
+2,432
+152% +$194K 0.15% 38
2024
Q2 		$575K Sell
1,602
-5,487
-77% -$410K 0.4% 43
2024
Q1 		$519K Sell
7,089
-156
-2% -$10.9K 0.37% 44
2023
Q4 		$471K Sell
7,245
-260
-3% -$16K 0.36% 45
2023
Q3 		$443K Sell
7,505
-229
-3% -$14K 0.39% 42
2023
Q2 		$471K Buy
7,734
+31
+0.4% +$1.78K 0.39% 43
2023
Q1 		$416K Sell
7,703
-2
-0% -$106 0.38% 42
2022
Q4 		$390K Sell
7,705
-77
-1% -$4.01K 0.37% 46
2022
Q3 		$389K Buy
+7,782
New +$438K 0.39% 45
2022
Q2 		– Sell
-9,437
Closed -$622K – 236
2022
Q1 		$622K Sell
9,437
-2
-0% -$130 0.45% 32
2021
Q4 		$683K Sell
9,439
-521
-5% -$36.4K 0.47% 32
2021
Q3 		$637K Sell
9,960
-1,347
-12% -$88.9K 0.5% 28
2021
Q2 		$709K Sell
11,307
-4,223
-27% -$253K 0.58% 24
2021
Q1 		$876K Buy
15,530
+33
+0.2% +$1.85K 0.78% 23
2020
Q4 		$856K Buy
+15,497
New +$814K 0.82% 22

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

McClarren Financial Advisors's SPYG Position: Q2 2026 in Review

McClarren Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.1% in Q2 2026, buying an estimated $800 and bringing the position to 7,111 shares worth $846K. The position accounts for 0.44% of the portfolio, ranked #40.

McClarren Financial Advisors first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2024. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • McClarren Financial Advisors held 7,111 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $846K as of Q2 2026.
  • McClarren Financial Advisors bought 7 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $800.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.44% of McClarren Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.16M in Q3 2024.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.