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 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 $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

Petix & Botte Financial's SPYG Position: Q1 2026 in Review

Petix & Botte Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 42% in Q1 2026, selling an estimated $4.99M and leaving 67,106 shares worth $13.2M. The position accounts for 2.94% of the portfolio, ranked #9.

Petix & Botte Financial first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Petix & Botte Financial held 67,106 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $13.2M as of Q1 2026.
Petix & Botte Financial sold 47,915 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.99M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.94% of Petix & Botte Financial's portfolio in Q1 2026, its #9 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 6 quarters since.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.