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

Perryman Financial Advisory’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 Q1	$565K	Buy	5,772 +82	+1%	+$8.54K	0.08%	120
2025 Q4	$607K	Buy	+5,690	New	+$603K	0.09%	112

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Perryman Financial Advisory's SPYG Position: Q1 2026 in Review

Perryman Financial Advisory increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q1 2026, buying an estimated $8.54K and bringing the position to 5,772 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #120.

Perryman Financial Advisory first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $607K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Perryman Financial Advisory held 5,772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $565K as of Q1 2026.
Perryman Financial Advisory bought 82 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $8.54K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Perryman Financial Advisory's portfolio in Q1 2026, its #120 holding.
Perryman Financial Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
Perryman Financial Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $607K in Q4 2025.
1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.