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

SageGuard Financial Group’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	Hold	2,157	–	–	0.04%	182
2026 Q1	$211K	Sell	2,157 -52	-2%	-$5.42K	0.03%	185
2025 Q4	$236K	Buy	+2,209	New	+$234K	0.04%	161
2021 Q3	$306K	Sell	4,773 -3,128	-40%	-$207K	4.8%	12
2021 Q2	$498K	Buy	7,901 +276	+4%	+$16.6K	0.23%	77
2021 Q1	$432K	Buy	7,625 +244	+3%	+$13.7K	0.2%	84
2020 Q4	$408K	Buy	+7,381	New	+$388K	0.2%	78

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SageGuard Financial Group's SPYG Position: Q2 2026 in Review

SageGuard Financial Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 2,157 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #182.

SageGuard Financial Group first reported a position in SPYG in Q4 2020 and has held it in 7 quarters since. The position peaked at $498K in Q2 2021. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SageGuard Financial Group held 2,157 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $257K as of Q2 2026.
SageGuard Financial Group left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #182 holding.
SageGuard Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 7 quarters since.
SageGuard Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $498K in Q2 2021.
968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.