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

Richmond Investment 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 		– Sell
-6,455
Closed -$632K – 237
2026
Q1 		$632K Sell
6,455
-639
-9% -$66.5K 0.1% 128
2025
Q4 		$757K Buy
7,094
+289
+4% +$30.6K 0.13% 102
2025
Q3 		$711K Buy
6,805
+63
+0.9% +$6.28K 0.13% 107
2025
Q2 		$643K Buy
+6,742
New +$578K 0.14% 105

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

Richmond Investment Services's SPYG Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 6,455 shares — an estimated $632K sold.

Richmond Investment Services first reported a position in SPYG in Q2 2025 and held it in 4 quarters. The position peaked at $757K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Richmond Investment Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 6,455 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $632K.
  • Richmond Investment Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $757K in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.