MF
SPYG icon

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

Meridian Financial’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 		$2.42M Sell
20,339
-273
-1% -$31.2K 1.16% 21
2026
Q1 		$2.02M Sell
20,612
-795
-4% -$82.8K 1.1% 23
2025
Q4 		$2.28M Sell
21,407
-637
-3% -$67.5K 1.24% 19
2025
Q3 		$2.3M Sell
22,044
-70
-0.3% -$6.97K 1.3% 18
2025
Q2 		$2.11M Buy
22,114
+1,848
+9% +$158K 1.36% 19
2025
Q1 		$1.63M Buy
20,266
+469
+2% +$40.9K 1.14% 24
2024
Q4 		$1.74M Sell
19,797
-254
-1% -$21.9K 1.2% 21
2024
Q3 		$1.66M Buy
20,051
+623
+3% +$49.8K 1.11% 24
2024
Q2 		$1.56M Buy
19,428
+1,266
+7% +$94.6K 1.13% 23
2024
Q1 		$1.33M Buy
18,162
+102
+0.6% +$7.1K 0.99% 25
2023
Q4 		$1.18M Buy
18,060
+352
+2% +$21.7K 0.92% 26
2023
Q3 		$1.05M Sell
17,708
-70
-0.4% -$4.29K 0.98% 27
2023
Q2 		$1.08M Sell
17,778
-197
-1% -$11.3K 0.98% 27
2023
Q1 		$995K Sell
17,975
-953
-5% -$50.5K 0.97% 27
2022
Q4 		$959K Sell
18,928
-199
-1% -$10.4K 1.01% 25
2022
Q3 		$958K Hold
19,127
– – 1.11% 25
2022
Q2 		$1,000K Sell
19,127
-1,400
-7% -$80.3K 1.13% 24
2022
Q1 		$1.36M Sell
20,527
-215
-1% -$14K 1.41% 18
2021
Q4 		$1.5M Buy
+20,742
New +$1.45M 1.4% 19

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

Meridian Financial's SPYG Position: Q2 2026 in Review

Meridian Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, selling an estimated $31.2K and leaving 20,339 shares worth $2.42M. The position accounts for 1.16% of the portfolio, ranked #21.

Meridian Financial first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Meridian Financial held 20,339 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.42M as of Q2 2026.
  • Meridian Financial sold 273 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.16% of Meridian Financial's portfolio in Q2 2026, its #21 holding.
  • Meridian Financial 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.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.