Milestone Asset Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Milestone Asset Management 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	$5.02M	Buy	42,164 +540	+1%	+$61.7K	2.53%	10
2026 Q1	$4.08M	Buy	41,624 +1,020	+3%	+$106K	2.38%	11
2025 Q4	$4.33M	Buy	40,604 +5,472	+16%	+$580K	2.45%	12
2025 Q3	$3.67M	Buy	35,132 +1,201	+4%	+$120K	2.31%	12
2025 Q2	$3.23M	Buy	33,931 +5,194	+18%	+$445K	2.39%	13
2025 Q1	$2.31M	Buy	28,737 +3,286	+13%	+$287K	2.09%	16
2024 Q4	$2.24M	Buy	+25,451	New	+$2.2M	2%	16

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

Milestone Asset Management Group's SPYG Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, buying an estimated $61.7K and bringing the position to 42,164 shares worth $5.02M. The position accounts for 2.53% of the portfolio, ranked #10.

Milestone Asset Management Group first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Milestone Asset Management Group held 42,164 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.02M as of Q2 2026.
Milestone Asset Management Group bought 540 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $61.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.53% of Milestone Asset Management Group's portfolio in Q2 2026, its #10 holding.
Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 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 Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.