Richard W. Paul & Associates’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Richard W. Paul & Associates’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	$77.1K	Hold	648	–	–	0.02%	171
2026 Q1	$63.4K	Hold	648	–	–	0.02%	175
2025 Q4	$69.1K	Sell	648 -102	-14%	-$10.8K	0.02%	176
2025 Q3	$78.4K	Sell	750 -184	-20%	-$18.3K	0.03%	178
2025 Q2	$89K	Sell	934 -24	-3%	-$2.06K	0.03%	187
2025 Q1	$77K	Sell	958 -147	-13%	-$12.8K	0.03%	188
2024 Q4	$97.1K	Sell	1,105 -91	-8%	-$7.86K	0.04%	192
2024 Q3	$99.2K	Sell	1,196 -47,264	-98%	-$3.78M	0.04%	189
2024 Q2	$3.88M	Buy	48,460 +1,246	+3%	+$93.1K	1.5%	13
2024 Q1	$3.45M	Sell	47,214 -11,384	-19%	-$792K	1.38%	14
2023 Q4	$3.81M	Buy	58,598 +47	+0.1%	+$2.9K	1.6%	15
2023 Q3	$3.47M	Sell	58,551 -1,757	-3%	-$108K	1.59%	14
2023 Q2	$3.68M	Sell	60,308 -840	-1%	-$48.1K	1.6%	15
2023 Q1	$3.39M	Sell	61,148 -8,084	-12%	-$428K	1.56%	15
2022 Q4	$3.51M	Buy	+69,232	New	+$3.6M	1.77%	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

Richard W. Paul & Associates's SPYG Position: Q2 2026 in Review

Richard W. Paul & Associates held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 648 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #171.

Richard W. Paul & Associates first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q2 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Richard W. Paul & Associates held 648 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $77.1K as of Q2 2026.
Richard W. Paul & Associates 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 0.02% of Richard W. Paul & Associates's portfolio in Q2 2026, its #171 holding.
Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.88M in Q2 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 Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.