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

Robertson Stephens 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	$236K	Buy	+1,983	New	+$227K	0.01%	583
2026 Q1	–	Sell	-4,654	Closed	-$497K	–	665
2025 Q4	$497K	Buy	4,654 +324	+7%	+$34.3K	0.01%	426
2025 Q3	$453K	Hold	4,330	–	–	0.01%	373
2025 Q2	$413K	Hold	4,330	–	–	0.01%	401
2025 Q1	$348K	Buy	+4,330	New	+$378K	0.01%	426

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 22.9% 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

Robertson Stephens Wealth Management's SPYG Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,983 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in SPYG as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $497K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Robertson Stephens Wealth Management held 1,983 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $236K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #583 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $497K in Q4 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.