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

Perennial Investment Advisors’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	$59M	Sell	496,052 -4,504	-0.9%	-$515K	3.92%	2
2026 Q1	$49M	Buy	500,556 +577	+0.1%	+$60.1K	3.91%	4
2025 Q4	$53.3M	Sell	499,979 -12,394	-2%	-$1.31M	4.21%	2
2025 Q3	$53.5M	Sell	512,373 -24,371	-5%	-$2.43M	4.41%	3
2025 Q2	$51.2M	Buy	536,744 +3,547	+0.7%	+$304K	4.94%	1
2025 Q1	$42.9M	Buy	533,197 +38,227	+8%	+$3.34M	4.82%	1
2024 Q4	$43.5M	Sell	494,970 -44,231	-8%	-$3.82M	5.12%	1
2024 Q3	$44.7M	Sell	539,201 -7,911	-1%	-$632K	5.79%	1
2024 Q2	$43.8M	Sell	547,112 -27,847	-5%	-$2.08M	6.26%	1
2024 Q1	$42.1M	Sell	574,959 -85,895	-13%	-$5.98M	6.38%	1
2023 Q4	$43M	Buy	660,854 +120,415	+22%	+$7.43M	7.12%	1
2023 Q3	$32M	Sell	540,439 -9,233	-2%	-$566K	5.79%	2
2023 Q2	$33.5M	Buy	549,672 +79,995	+17%	+$4.58M	5.9%	2
2023 Q1	$26M	Buy	+469,677	New	+$24.9M	4.83%	3

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

Perennial Investment Advisors's SPYG Position: Q2 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.9% in Q2 2026, selling an estimated $515K and leaving 496,052 shares worth $59M. The position accounts for 3.92% of the portfolio, ranked #2.

Perennial Investment Advisors first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Perennial Investment Advisors held 496,052 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $59M as of Q2 2026.
Perennial Investment Advisors sold 4,504 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $515K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.92% of Perennial Investment Advisors's portfolio in Q2 2026, its #2 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.