PFS
SPYG icon

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

Prospera Financial Services’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 		$1.26M Buy
10,548
+2,515
+31% +$288K 0.02% 676
2026
Q1 		$787K Buy
8,033
+61
+0.8% +$6.35K 0.01% 815
2025
Q4 		$851K Sell
7,972
-893
-10% -$94.7K 0.01% 737
2025
Q3 		$927K Buy
8,865
+391
+5% +$38.9K 0.02% 703
2025
Q2 		$808K Sell
8,474
-344
-4% -$29.5K 0.02% 727
2025
Q1 		$709K Sell
8,818
-310,520
-97% -$27.1M 0.02% 663
2024
Q4 		$28.1M Buy
319,338
+312,558
+4,610% +$27M 0.65% 24
2024
Q3 		$562K Sell
6,780
-340,963
-98% -$27.3M 0.01% 684
2024
Q2 		$27.9M Sell
347,743
-1,879
-0.5% -$140K 0.77% 20
2024
Q1 		$25.6M Sell
349,622
-5,742
-2% -$400K 0.76% 21
2023
Q4 		$23.1M Sell
355,364
-8,915
-2% -$550K 0.77% 19
2023
Q3 		$21.6M Sell
364,279
-8,614
-2% -$528K 0.84% 19
2023
Q2 		$22.8M Buy
372,893
+283,052
+315% +$16.2M 0.87% 15
2023
Q1 		$4.97M Buy
89,841
+50,637
+129% +$2.68M 0.2% 123
2022
Q4 		$1.99M Buy
39,204
+5,637
+17% +$293K 0.1% 229
2022
Q3 		$1.68M Buy
33,567
+18,515
+123% +$1.04M 0.09% 260
2022
Q2 		$787K Sell
15,052
-96,902
-87% -$5.56M 0.04% 421
2022
Q1 		$7.41M Buy
111,954
+97,731
+687% +$6.36M 0.31% 58
2021
Q4 		$1.03M Buy
+14,223
New +$993K 0.04% 406
2020
Q4 		– Sell
-1,280
Closed -$64K – 1447
2020
Q3 		$64K Buy
+1,280
New +$62.7K 0.02% 538
2020
Q1 		– Sell
-11,383
Closed -$477K – 612
2019
Q4 		$477K Sell
11,383
-732
-6% -$29.3K 0.04% 386
2019
Q3 		$471K Buy
12,115
+2,200
+22% +$86K 0.05% 322
2019
Q2 		$384K Buy
+9,915
New +$377K 0.04% 345

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Prospera Financial Services's SPYG Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 31% in Q2 2026, buying an estimated $288K and bringing the position to 10,548 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #676.

Prospera Financial Services first reported a position in SPYG in Q2 2019 and has held it in 23 quarters since. The position peaked at $28.1M in Q4 2024. 395 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Prospera Financial Services held 10,548 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.26M as of Q2 2026.
  • Prospera Financial Services bought 2,515 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $288K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #676 holding.
  • Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 23 quarters since.
  • Prospera Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $28.1M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.