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

Petix & Botte Financial’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	$18.4M	Buy	154,601 +87,495	+130%	+$10M	3.7%	5
2026 Q1	$13.2M	Sell	67,106 -47,915	-42%	-$4.99M	2.94%	9
2025 Q4	$12.3M	Buy	115,021 +15,101	+15%	+$1.6M	2.78%	9
2025 Q3	$10.4M	Buy	99,920 +10,579	+12%	+$1.05M	2.41%	15
2025 Q2	$8.52M	Buy	89,341 +11,389	+15%	+$976K	2.09%	16
2025 Q1	$6.27M	Buy	77,952 +21,060	+37%	+$1.84M	1.65%	22
2024 Q4	$5M	Buy	+56,892	New	+$4.92M	1.32%	23

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

Petix & Botte Financial's SPYG Position: Q2 2026 in Review

Petix & Botte Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 130% in Q2 2026, buying an estimated $10M and bringing the position to 154,601 shares worth $18.4M. The position accounts for 3.7% of the portfolio, ranked #5.

Petix & Botte Financial first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Petix & Botte Financial held 154,601 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.4M as of Q2 2026.
Petix & Botte Financial bought 87,495 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $10M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.7% of Petix & Botte Financial's portfolio in Q2 2026, its #5 holding.
Petix & Botte Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.