SFA
SPYG icon

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
2024
Q3 		– Hold
0
– -$321K – 1364
2024
Q2 		– Hold
0
– – – 859
2024
Q1 		– Hold
0
– – – 679

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
CA
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

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. 641 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.
  • 641 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.