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

Secured Retirement 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 Q2	$1.64M	Buy	13,774 +4,601	+50%	+$526K	0.84%	43
2026 Q1	$898K	Sell	9,173 -17	-0.2%	-$1.77K	0.51%	71
2025 Q4	$981K	Sell	9,190 -937	-9%	-$99.3K	0.55%	67
2025 Q3	$1.06M	Buy	+10,127	New	+$1.01M	0.59%	68

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

Secured Retirement Advisors's SPYG Position: Q2 2026 in Review

Secured Retirement Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 50% in Q2 2026, buying an estimated $526K and bringing the position to 13,774 shares worth $1.64M. The position accounts for 0.84% of the portfolio, ranked #43.

Secured Retirement Advisors first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Secured Retirement Advisors held 13,774 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.64M as of Q2 2026.
Secured Retirement Advisors bought 4,601 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $526K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.84% of Secured Retirement Advisors's portfolio in Q2 2026, its #43 holding.
Secured Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.