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

Optimist Retirement 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 		$16.1M Sell
135,356
-648
-0.5% -$74.1K 6.21% 2
2026
Q1 		$13.3M Sell
136,004
-1,688
-1% -$176K 5.87% 2
2025
Q4 		$14.7M Sell
137,692
-2,638
-2% -$280K 6.73% 2
2025
Q3 		$14.7M Sell
140,330
-4,050
-3% -$403K 6.63% 2
2025
Q2 		$13.8M Sell
144,380
-1,215
-0.8% -$104K 6.6% 2
2025
Q1 		$11.7M Sell
145,595
-3,216
-2% -$281K 5.86% 3
2024
Q4 		$13.1M Sell
148,811
-2,303
-2% -$199K 6.19% 2
2024
Q3 		$12.5M Sell
151,114
-312
-0.2% -$24.9K 5.66% 2
2024
Q2 		$12.1M Sell
151,426
-4,050
-3% -$302K 6.38% 2
2024
Q1 		$11.4M Sell
155,476
-12,502
-7% -$870K 5.84% 2
2023
Q4 		$10.9M Buy
+167,978
New +$10.4M 7.1% 2

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Optimist Retirement Group's SPYG Position: Q2 2026 in Review

Optimist Retirement Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.48% in Q2 2026, selling an estimated $74.1K and leaving 135,356 shares worth $16.1M. The position accounts for 6.21% of the portfolio, ranked #2.

Optimist Retirement Group first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,138 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Optimist Retirement Group held 135,356 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.1M as of Q2 2026.
  • Optimist Retirement Group sold 648 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $74.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.21% of Optimist Retirement Group's portfolio in Q2 2026, its #2 holding.
  • Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.