Security National Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Security National Bank’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	$52.7K	Hold	443	–	–	0.01%	245
2026 Q1	$43.4K	Hold	443	–	–	0.01%	252
2025 Q4	$47.3K	Hold	443	–	–	0.01%	240
2025 Q3	$46.3K	Hold	443	–	–	0.01%	247
2025 Q2	$42.2K	Hold	443	–	–	0.01%	226
2025 Q1	$35.6K	Buy	443 +211	+91%	+$18.4K	0.01%	234
2024 Q4	$20.4K	Buy	+232	New	+$20K	﹤0.01%	246

Other funds holding SPYG

OWM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Security National Bank's SPYG Position: Q2 2026 in Review

Security National Bank held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 443 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Security National Bank first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 364 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Security National Bank held 443 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $52.7K as of Q2 2026.
Security National Bank 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 0.01% of Security National Bank's portfolio in Q2 2026, its #245 holding.
Security National Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
364 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.