RFA
SPYG icon

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

Rollins Financial Advisors’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 		$4.18M Sell
42,714
-1,899
-4% -$198K 0.66% 31
2025
Q4 		$4.76M Sell
44,613
-2,967
-6% -$315K 0.7% 30
2025
Q3 		$4.97M Sell
47,580
-1,389
-3% -$138K 0.75% 27
2025
Q2 		$4.67M Sell
48,969
-3,080
-6% -$264K 0.74% 26
2025
Q1 		$4.18M Sell
52,049
-1,811
-3% -$158K 0.73% 27
2024
Q4 		$4.73M Sell
53,860
-348
-0.6% -$30.1K 0.74% 24
2024
Q3 		$4.5M Sell
54,208
-4,941
-8% -$395K 0.75% 24
2024
Q2 		$4.74M Sell
59,149
-2,727
-4% -$204K 0.81% 22
2024
Q1 		$4.53M Sell
61,876
-3,890
-6% -$271K 0.85% 22
2023
Q4 		$4.28M Buy
+65,766
New +$4.06M 0.89% 19

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

Rollins Financial Advisors's SPYG Position: Q1 2026 in Review

Rollins Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q1 2026, selling an estimated $198K and leaving 42,714 shares worth $4.18M. The position accounts for 0.66% of the portfolio, ranked #31.

Rollins Financial Advisors first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.97M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Rollins Financial Advisors held 42,714 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.18M as of Q1 2026.
  • Rollins Financial Advisors sold 1,899 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $198K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.66% of Rollins Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • Rollins Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Rollins Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.97M in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.