Prepared Retirement Institute’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Prepared Retirement Institute’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	$10.5M	Sell	88,035 -1,078	-1%	-$123K	4.46%	7
2026 Q1	$8.73M	Sell	89,113 -5,004	-5%	-$521K	4.33%	8
2025 Q4	$10M	Sell	94,117 -2,358	-2%	-$250K	5.05%	7
2025 Q3	$10.1M	Sell	96,475 -32,844	-25%	-$3.27M	5.26%	6
2025 Q2	$12.3M	Sell	129,319 -30,410	-19%	-$2.61M	7.26%	3
2025 Q1	$12.8M	Sell	159,729 -65,290	-29%	-$5.7M	8.19%	3
2024 Q4	$19.8M	Buy	225,019 +10,416	+5%	+$900K	11.29%	2
2024 Q3	$17.8M	Buy	214,603 +2,556	+1%	+$204K	10.77%	2
2024 Q2	$17M	Buy	212,047 +12,285	+6%	+$918K	11.26%	2
2024 Q1	$14.6M	Buy	199,762 +10,223	+5%	+$712K	10.91%	3
2023 Q4	$12.3M	Buy	+189,539	New	+$11.7M	9.24%	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

Prepared Retirement Institute's SPYG Position: Q2 2026 in Review

Prepared Retirement Institute reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $123K and leaving 88,035 shares worth $10.5M. The position accounts for 4.46% of the portfolio, ranked #7.

Prepared Retirement Institute first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Prepared Retirement Institute held 88,035 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.5M as of Q2 2026.
Prepared Retirement Institute sold 1,078 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $123K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.46% of Prepared Retirement Institute's portfolio in Q2 2026, its #7 holding.
Prepared Retirement Institute first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $19.8M in Q4 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.