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

Retirement Financial Solutions’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	$7.23M	Buy	60,801 +3,405	+6%	+$389K	1.78%	20
2026 Q1	$5.62M	Buy	57,396 +2,635	+5%	+$274K	1.61%	24
2025 Q4	$5.84M	Buy	54,761 +3,393	+7%	+$360K	1.71%	17
2025 Q3	$5.37M	Buy	51,368 +4,049	+9%	+$403K	1.68%	18
2025 Q2	$4.51M	Buy	47,319 +10,038	+27%	+$861K	1.59%	20
2025 Q1	$3M	Buy	+37,281	New	+$3.25M	1.17%	23
2024 Q4	–	Sell	-168,834	Closed	-$14M	–	38
2024 Q3	$14M	Sell	168,834 -1,042	-0.6%	-$83.3K	6.13%	8
2024 Q2	$13.6M	Buy	169,876 +14,344	+9%	+$1.07M	6.41%	8
2024 Q1	$11.4M	Buy	155,532 +10,739	+7%	+$747K	5.85%	8
2023 Q4	$9.42M	Buy	144,793 +8,965	+7%	+$553K	5.34%	8
2023 Q3	$8.05M	Buy	135,828 +15,500	+13%	+$949K	5.43%	9
2023 Q2	$7.34M	Buy	120,328 +12,592	+12%	+$721K	5.04%	9
2023 Q1	$5.96M	Buy	107,736 +14,357	+15%	+$760K	4.74%	10
2022 Q4	$4.73M	Buy	+93,379	New	+$4.86M	4.02%	11

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

Retirement Financial Solutions's SPYG Position: Q2 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.9% in Q2 2026, buying an estimated $389K and bringing the position to 60,801 shares worth $7.23M. The position accounts for 1.78% of the portfolio, ranked #20.

Retirement Financial Solutions first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $14M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Retirement Financial Solutions held 60,801 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.23M as of Q2 2026.
Retirement Financial Solutions bought 3,405 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $389K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.78% of Retirement Financial Solutions's portfolio in Q2 2026, its #20 holding.
Retirement Financial Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Retirement Financial Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $14M in Q3 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 Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.