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SPYG icon

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

PlanVest 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 		$184K Sell
1,545
-25
-2% -$2.86K 0.12% 105
2026
Q1 		$154K Buy
+1,570
New +$163K 0.12% 108

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's SPYG Position: Q2 2026 in Review

PlanVest Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q2 2026, selling an estimated $2.86K and leaving 1,545 shares worth $184K. The position accounts for 0.12% of the portfolio, ranked #105.

PlanVest Financial first reported a position in SPYG in Q1 2026 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • PlanVest Financial held 1,545 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $184K as of Q2 2026.
  • PlanVest Financial sold 25 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.86K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.12% of PlanVest Financial's portfolio in Q2 2026, its #105 holding.
  • PlanVest Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.