RKL Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

RKL Wealth Management’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	$3.75M	Sell	31,530 -1,333	-4%	-$152K	0.3%	46
2026 Q1	$3.22M	Sell	32,863 -1,497	-4%	-$156K	0.29%	48
2025 Q4	$3.67M	Buy	34,360 +635	+2%	+$67.3K	0.3%	45
2025 Q3	$3.52M	Sell	33,725 -2,533	-7%	-$252K	0.3%	47
2025 Q2	$3.46M	Buy	36,258 +315	+0.9%	+$27K	0.3%	48
2025 Q1	$2.89M	Buy	35,943 +6,531	+22%	+$570K	0.27%	54
2024 Q4	$2.59M	Buy	29,412 +16,150	+122%	+$1.4M	0.23%	59
2024 Q3	$1.1M	Buy	+13,262	New	+$1.06M	0.1%	83

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

RKL Wealth Management's SPYG Position: Q2 2026 in Review

RKL Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q2 2026, selling an estimated $152K and leaving 31,530 shares worth $3.75M. The position accounts for 0.3% of the portfolio, ranked #46.

RKL Wealth Management first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

RKL Wealth Management held 31,530 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.75M as of Q2 2026.
RKL Wealth Management sold 1,333 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $152K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.3% of RKL Wealth Management's portfolio in Q2 2026, its #46 holding.
RKL Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.