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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
Q2 		$26.7K Buy
+224
New +$25.6K 0.02% 395
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 $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

Richardson Financial Services's SPYG Position: Q2 2026 in Review

Richardson Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 224 shares worth $26.7K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in SPYG as recently as Q4 2025.

Richardson Financial Services first reported a position in SPYG in Q2 2024 and has held it in 7 quarters since. The position peaked at $164K in Q4 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Richardson Financial Services held 224 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $26.7K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Richardson Financial Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #395 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $164K in Q4 2024.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.