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

Patten & Patten’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	$715K	Sell	6,006 -807	-12%	-$92.3K	0.04%	219
2026 Q1	$667K	Buy	+6,813	New	+$709K	0.04%	219
2024 Q1	–	Sell	-4,494	Closed	-$292K	–	314
2023 Q4	$292K	Buy	4,494 +42	+0.9%	+$2.59K	0.02%	238
2023 Q3	$264K	Hold	4,452	–	–	0.02%	243
2023 Q2	$272K	Hold	4,452	–	–	0.02%	242
2023 Q1	$246K	Hold	4,452	–	–	0.02%	244
2022 Q4	$226K	Hold	4,452	–	–	0.02%	247
2022 Q3	$223K	Hold	4,452	–	–	0.02%	250
2022 Q2	$233K	Hold	4,452	–	–	0.02%	253
2022 Q1	$295K	Buy	+4,452	New	+$290K	0.02%	248

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

Patten & Patten's SPYG Position: Q2 2026 in Review

Patten & Patten reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $92.3K and leaving 6,006 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #219.

Patten & Patten first reported a position in SPYG in Q1 2022 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Patten & Patten held 6,006 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $715K as of Q2 2026.
Patten & Patten sold 807 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $92.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Patten & Patten's portfolio in Q2 2026, its #219 holding.
Patten & Patten first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 10 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 Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.