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

Paladin Advisory 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
2023 Q1	–	Sell	-6,891	Closed	-$349K	–	466
2022 Q4	$349K	Sell	6,891 -784	-10%	-$40.8K	0.3%	64
2022 Q3	$384K	Buy	7,675 +1,338	+21%	+$75.3K	0.35%	56
2022 Q2	$331K	Buy	+6,337	New	+$363K	0.28%	60
2022 Q1	–	Sell	-2,352	Closed	-$170K	–	482
2021 Q4	$170K	Buy	+2,352	New	+$164K	0.14%	106

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

Paladin Advisory Group's SPYG Position: Q2 2026 in Review

Paladin Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.18% in Q2 2026, buying an estimated $915 and bringing the position to 4,381 shares worth $521K. The position accounts for 0.35% of the portfolio, ranked #53.

Paladin Advisory Group first reported a position in SPYG in Q1 2022 and has held it in 15 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Paladin Advisory Group held 4,381 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $521K as of Q2 2026.
Paladin Advisory Group bought 8 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $915.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.35% of Paladin Advisory Group's portfolio in Q2 2026, its #53 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 15 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.