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

Sequoia Financial 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	$4.06M	Sell	34,109 -1,363	-4%	-$156K	0.02%	388
2026 Q1	$3.47M	Sell	35,472 -5,578	-14%	-$581K	0.02%	416
2025 Q4	$4.38M	Sell	41,050 -616	-1%	-$65.3K	0.02%	349
2025 Q3	$4.35M	Sell	41,666 -5,623	-12%	-$560K	0.03%	329
2025 Q2	$4.51M	Sell	47,289 -57,466	-55%	-$4.93M	0.03%	299
2025 Q1	$8.42M	Buy	104,755 +4,713	+5%	+$411K	0.06%	210
2024 Q4	$8.79M	Buy	100,042 +1,449	+1%	+$125K	0.08%	189
2024 Q3	$8.18M	Sell	98,593 -11,906	-11%	-$952K	0.09%	168
2024 Q2	$8.85M	Sell	110,499 -15,711	-12%	-$1.17M	0.11%	142
2024 Q1	$9.23M	Sell	126,210 -79,469	-39%	-$5.53M	0.11%	146
2023 Q4	$13.4M	Buy	205,679 +25,465	+14%	+$1.57M	0.17%	118
2023 Q3	$10.7M	Buy	180,214 +1,144	+0.6%	+$70.1K	0.19%	97
2023 Q2	$10.9M	Buy	+179,070	New	+$10.3M	0.19%	89

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

Sequoia Financial Advisors's SPYG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q2 2026, selling an estimated $156K and leaving 34,109 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #388.

Sequoia Financial Advisors first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sequoia Financial Advisors held 34,109 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.06M as of Q2 2026.
Sequoia Financial Advisors sold 1,363 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #388 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.4M in Q4 2023.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.