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

Richardson Financial Services’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
Q1 		– Sell
-730
Closed -$77.9K – 656
2025
Q4 		$77.9K Buy
730
+36
+5% +$3.82K 0.03% 253
2025
Q3 		$72.5K Buy
694
+34
+5% +$3.39K 0.05% 242
2025
Q2 		$62.3K Buy
+660
New +$56.6K 0.04% 236
2025
Q1 		– Sell
-1,849
Closed -$164K – 633
2024
Q4 		$164K Buy
1,849
+823
+80% +$71.1K 0.12% 156
2024
Q3 		$82.2K Hold
1,026
– – 0.05% 218
2024
Q2 		$82.2K Buy
+1,026
New +$76.6K 0.06% 209

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Richardson Financial Services's SPYG Position: Q1 2026 in Review

Richardson Financial Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 730 shares — an estimated $77.9K sold.

Richardson Financial Services first reported a position in SPYG in Q2 2024 and held it in 6 quarters. The position peaked at $164K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Richardson Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 730 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $77.9K.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and held it in 6 quarters.
  • Richardson Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $164K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.