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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.15M Hold
9,631
– – 0.03% 217
2026
Q1 		$943K Buy
9,631
+24
+0.2% +$2.5K 0.03% 211
2025
Q4 		$1.03M Hold
9,607
– – 0.03% 188
2025
Q3 		$1M Hold
9,607
– – 0.03% 185
2025
Q2 		$916K Sell
9,607
-587
-6% -$50.3K 0.04% 155
2025
Q1 		$819K Buy
10,194
+793
+8% +$69.2K 0.04% 154
2024
Q4 		$826K Sell
9,401
-22
-0.2% -$1.9K 0.04% 142
2024
Q3 		$782K Buy
9,423
+943
+11% +$75.4K 0.04% 142
2024
Q2 		$680K Sell
8,480
-35
-0.4% -$2.61K 0.04% 135
2024
Q1 		$623K Buy
8,515
+1,285
+18% +$89.4K 0.05% 129
2023
Q4 		$470K Sell
7,230
-525
-7% -$32.4K 0.04% 117
2023
Q3 		$460K Buy
7,755
+3,127
+68% +$192K 0.05% 105
2023
Q2 		$282K Buy
+4,628
New +$265K 0.03% 134

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

Retirement Planning Group (Kansas)'s SPYG Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 9,631 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #217.

Retirement Planning Group (Kansas) first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Retirement Planning Group (Kansas) held 9,631 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.15M as of Q2 2026.
  • Retirement Planning Group (Kansas) left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #217 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.