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

Retirement Income 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	$3.27M	Sell	33,419 -384	-1%	-$43.9K	0.56%	24
2026 Q1	$3.31M	Buy	33,803 +18	+0.1%	+$1.87K	0.57%	25
2025 Q4	$3.6M	Sell	33,785 -1,050	-3%	-$111K	0.61%	25
2025 Q3	$3.64M	Sell	34,835 -1,977	-5%	-$197K	0.62%	23
2025 Q2	$3.51M	Sell	36,812 -1,371	-4%	-$118K	0.64%	23
2025 Q1	$3.07M	Sell	38,183 -8,453	-18%	-$738K	0.64%	22
2024 Q4	$4.1M	Sell	46,636 -2,128	-4%	-$184K	0.83%	20
2024 Q3	$4.04M	Sell	48,764 -845	-2%	-$67.5K	0.92%	18
2024 Q2	$3.98M	Sell	49,609 -8,862	-15%	-$662K	0.96%	18
2024 Q1	$4.28M	Sell	58,471 -290	-0.5%	-$20.2K	0.97%	18
2023 Q4	$3.82M	Buy	58,761 +5,206	+10%	+$321K	0.95%	18
2023 Q3	$3.17M	Sell	53,555 -2,275	-4%	-$139K	0.89%	21
2023 Q2	$3.41M	Buy	55,830 +2,359	+4%	+$135K	0.91%	21
2023 Q1	$2.96M	Sell	53,471 -6,275	-11%	-$332K	0.86%	20
2022 Q4	$3.03M	Sell	59,746 -6,588	-10%	-$343K	0.96%	17
2022 Q3	$3.38M	Buy	66,334 +8,353	+14%	+$470K	1.21%	17
2022 Q2	$3.03M	Buy	57,981 +2,008	+4%	+$115K	1.08%	16
2022 Q1	$3.71M	Buy	55,973 +1,780	+3%	+$116K	1.02%	16
2021 Q4	$3.93M	Sell	54,193 -13,370	-20%	-$933K	1.05%	16
2021 Q3	$4.33M	Buy	67,563 +1,214	+2%	+$80.2K	1.45%	14
2021 Q2	$4.18M	Sell	66,349 -57,419	-46%	-$3.44M	1.43%	14
2021 Q1	$6.98M	Sell	123,768 -5,590	-4%	-$313K	2.41%	11
2020 Q4	$7.15M	Buy	129,358 +7,900	+7%	+$415K	2.59%	7
2020 Q3	$6.09M	Sell	121,458 -10,626	-8%	-$521K	2.7%	7
2020 Q2	$5.93M	Buy	132,084 +5,575	+4%	+$232K	2.5%	9
2020 Q1	$4.52M	Buy	126,509 +4,402	+4%	+$180K	2.54%	8
2019 Q4	$5.12M	Buy	122,107 +114,481	+1,501%	+$4.59M	2.13%	8
2019 Q3	$297K	Buy	+7,626	New	+$298K	0.16%	57

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 Income Solutions's SPYG Position: Q2 2026 in Review

Retirement Income Solutions reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, selling an estimated $43.9K and leaving 33,419 shares worth $3.27M. The position accounts for 0.56% of the portfolio, ranked #24.

Retirement Income Solutions first reported a position in SPYG in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.15M in Q4 2020. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Retirement Income Solutions held 33,419 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.27M as of Q2 2026.
Retirement Income Solutions sold 384 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $43.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.56% of Retirement Income Solutions's portfolio in Q2 2026, its #24 holding.
Retirement Income Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
Retirement Income Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.15M in Q4 2020.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.