PFGIA
SPYG icon

Patriot Financial Group Insurance Agency’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$7.9M Sell
66,410
-68,854
-51% -$7.87M 0.81% 24
2026
Q1 		$13.2M Buy
135,264
+68,611
+103% +$7.14M 0.75% 23
2025
Q4 		$7.11M Sell
66,653
-2,262
-3% -$240K 0.85% 18
2025
Q3 		$7.2M Buy
68,915
+8,101
+13% +$807K 0.92% 19
2025
Q2 		$5.8M Buy
60,814
+9,237
+18% +$792K 0.67% 27
2025
Q1 		$4.15M Buy
51,577
+11,898
+30% +$1.04M 0.56% 41
2024
Q4 		$3.49M Buy
39,679
+7,602
+24% +$657K 0.47% 49
2024
Q3 		$2.66M Buy
32,077
+1,236
+4% +$98.8K 0.36% 64
2024
Q2 		$2.47M Buy
30,841
+2,048
+7% +$153K 0.36% 60
2024
Q1 		$2.11M Buy
28,793
+4,648
+19% +$324K 0.33% 59
2023
Q4 		$1.57M Buy
24,145
+2,929
+14% +$181K 0.3% 76
2023
Q3 		$1.26M Sell
21,216
-132,959
-86% -$8.14M 0.26% 95
2023
Q2 		$9.41M Sell
154,175
-11,830
-7% -$678K 1.77% 7
2023
Q1 		$9.19M Buy
166,005
+8,267
+5% +$438K 1.86% 7
2022
Q4 		$7.99M Buy
157,738
+21,869
+16% +$1.14M 1.07% 9
2022
Q3 		$6.81M Buy
135,869
+7,445
+6% +$419K 1.66% 10
2022
Q2 		$6.71M Buy
128,424
+15,785
+14% +$905K 1.36% 12
2022
Q1 		$7.46M Buy
112,639
+8,359
+8% +$544K 1.33% 11
2021
Q4 		$7.56M Buy
104,280
+9,803
+10% +$684K 1.26% 9
2021
Q3 		$6.05M Buy
94,477
+56,243
+147% +$3.71M 1.07% 12
2021
Q2 		$2.41M Buy
38,234
+11,088
+41% +$665K 0.44% 38
2021
Q1 		$1.53M Sell
27,146
-2,828
-9% -$158K 0.35% 48
2020
Q4 		$1.66M Sell
29,974
-611
-2% -$32.1K 0.42% 39
2020
Q3 		$1.53M Sell
30,585
-305
-1% -$14.9K 0.5% 35
2020
Q2 		$1.39M Sell
30,890
-2,125
-6% -$88.3K 0.53% 39
2020
Q1 		$1.18M Buy
33,015
+28,076
+568% +$1.15M 0.54% 35
2019
Q4 		$207K Sell
4,939
-17,466
-78% -$700K 0.08% 219
2019
Q3 		$871K Buy
22,405
+18,794
+520% +$734K 0.39% 49
2019
Q2 		$142K Buy
3,611
+2,645
+274% +$100K 0.06% 243
2019
Q1 		$36K Buy
966
+623
+182% +$22K 0.02% 438
2018
Q4 		$11K Buy
+343
New +$12K 0.01% 605

Other funds holding SPYG

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPYG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 51% in Q2 2026, selling an estimated $7.87M and leaving 66,410 shares worth $7.9M. The position accounts for 0.81% of the portfolio, ranked #24.

Patriot Financial Group Insurance Agency first reported a position in SPYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q1 2026. 929 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 66,410 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.9M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 68,854 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $7.87M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.81% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #24 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.2M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.