Roman Butler Fullerton & Co’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Roman Butler Fullerton & Co’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	$257K	Buy	2,175 +6	+0.3%	+$686	0.06%	248
2026 Q1	$224K	Sell	2,169 -211	-9%	-$22K	0.06%	259
2025 Q4	$253K	Sell	2,380 -103	-4%	-$10.9K	0.07%	241
2025 Q3	$272K	Buy	2,483 +117	+5%	+$11.7K	0.07%	222
2025 Q2	$233K	Buy	+2,366	New	+$203K	0.07%	227

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

Roman Butler Fullerton & Co's SPYG Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.28% in Q2 2026, buying an estimated $686 and bringing the position to 2,175 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #248.

Roman Butler Fullerton & Co first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $272K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Roman Butler Fullerton & Co held 2,175 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $257K as of Q2 2026.
Roman Butler Fullerton & Co bought 6 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $686.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #248 holding.
Roman Butler Fullerton & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Roman Butler Fullerton & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $272K in Q3 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 Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.