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Retirement Planning Company of New England’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Retirement Planning Company of New England’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 		$215K Buy
+1,804
New +$206K 0.08% 248
2022
Q1 		– Sell
-758
Closed -$54K – 782
2021
Q4 		$54K Buy
+758
New +$52.9K 0.03% 393

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VIA
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QWP
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OWM
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AWM
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KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Retirement Planning Company of New England's SPYG Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,804 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #248 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in SPYG as recently as Q4 2021.

Retirement Planning Company of New England first reported a position in SPYG in Q4 2021 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Retirement Planning Company of New England held 1,804 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $215K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Retirement Planning Company of New England position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #248 holding.
  • Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.