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

SageView Advisory 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	$319K	Sell	2,681 -61	-2%	-$6.97K	0.01%	477
2026 Q1	$268K	Sell	2,742 -160	-6%	-$16.7K	0.01%	495
2025 Q4	$310K	Sell	2,902 -71	-2%	-$7.53K	0.01%	479
2025 Q3	$311K	Sell	2,973 -88	-3%	-$8.76K	0.01%	504
2025 Q2	$303K	Sell	3,061 -1,009	-25%	-$86.5K	0.01%	487
2025 Q1	$327K	Sell	4,070 -228	-5%	-$19.9K	0.01%	446
2024 Q4	$378K	Buy	+4,298	New	+$371K	0.02%	396
2024 Q3	–	Sell	-3,217	Closed	-$258K	–	567
2024 Q2	$258K	Sell	3,217 -7,252	-69%	-$542K	0.01%	472
2024 Q1	$268K	Sell	10,469 -2,803	-21%	-$195K	0.01%	440
2023 Q4	$907K	Buy	13,272 +2,918	+28%	+$180K	0.04%	277
2023 Q3	$614K	Sell	10,354 -123	-1%	-$7.53K	0.04%	296
2023 Q2	$639K	Buy	+10,477	New	+$600K	0.04%	304
2023 Q1	–	Sell	-6,007	Closed	-$304K	–	486
2022 Q4	$304K	Buy	+6,007	New	+$313K	0.02%	318

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

SageView Advisory Group's SPYG Position: Q2 2026 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q2 2026, selling an estimated $6.97K and leaving 2,681 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #477.

SageView Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $907K in Q4 2023. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SageView Advisory Group held 2,681 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $319K as of Q2 2026.
SageView Advisory Group sold 61 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.97K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #477 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $907K in Q4 2023.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.