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Relyea Zuckerberg Hanson’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Relyea Zuckerberg Hanson’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 		$9.98M Sell
83,862
-954
-1% -$109K 0.83% 29
2026
Q1 		$8.3M Sell
84,816
-2,940
-3% -$306K 0.84% 25
2025
Q4 		$9.36M Sell
87,756
-316
-0.4% -$33.5K 0.95% 21
2025
Q3 		$9.2M Sell
88,072
-559
-0.6% -$55.7K 0.97% 22
2025
Q2 		$8.45M Sell
88,631
-2,376
-3% -$204K 0.99% 20
2025
Q1 		$7.31M Buy
91,007
+2
+0% +$175 0.99% 19
2024
Q4 		$8M Buy
91,005
+1,606
+2% +$139K 1.08% 18
2024
Q3 		$7.41M Sell
89,399
-1,600
-2% -$128K 1.13% 19
2024
Q2 		$7.29M Sell
90,999
-2,070
-2% -$155K 1.22% 17
2024
Q1 		$6.81M Sell
93,069
-407
-0.4% -$28.3K 1.19% 17
2023
Q4 		$6.08M Buy
93,476
+713
+0.8% +$44K 1.19% 17
2023
Q3 		$5.5M Sell
92,763
-2,812
-3% -$172K 1.25% 16
2023
Q2 		$5.83M Sell
95,575
-1,097
-1% -$62.8K 1.31% 16
2023
Q1 		$5.35M Sell
96,672
-893
-0.9% -$47.3K 1.31% 16
2022
Q4 		$4.94M Sell
97,565
-7,329
-7% -$381K 1.41% 17
2022
Q3 		$5.25M Buy
104,894
+297
+0.3% +$16.7K 1.9% 11
2022
Q2 		$5.47M Buy
104,597
+3,097
+3% +$178K 2.04% 11
2022
Q1 		$6.45M Sell
101,500
-627
-0.6% -$40.8K 2.11% 13
2021
Q4 		$6.53M Hold
102,127
– – 2.37% 8
2021
Q3 		$6.54M Sell
102,127
-460
-0.4% -$30.4K 2.54% 7
2021
Q2 		$6.46M Sell
102,587
-1,140
-1% -$68.4K 2.65% 5
2021
Q1 		$6.29M Sell
103,727
-240
-0.2% -$13.4K 2.77% 5
2020
Q4 		$5.75M Buy
103,967
+450
+0.4% +$23.6K 3.08% 7
2020
Q3 		$5.39M Buy
103,517
+1,235
+1% +$60.5K 3.47% 6
2020
Q2 		$4.59M Buy
102,282
+1,640
+2% +$68.1K 3.66% 5
2020
Q1 		$3.6M Sell
100,642
-1,931
-2% -$79.1K 3.94% 6
2019
Q4 		$4.3M Buy
+102,573
New +$4.11M 4.13% 4

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 $1.55T AUM 33.47% 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

Relyea Zuckerberg Hanson's SPYG Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, selling an estimated $109K and leaving 83,862 shares worth $9.98M. The position accounts for 0.83% of the portfolio, ranked #29.

Relyea Zuckerberg Hanson first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Relyea Zuckerberg Hanson held 83,862 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.98M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 954 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $109K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.83% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #29 holding.
  • Relyea Zuckerberg Hanson first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.