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

Sightline Wealth 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	$7.04M	Buy	59,201 +3,428	+6%	+$392K	2.58%	11
2026 Q1	$5.46M	Buy	55,773 +11,405	+26%	+$1.19M	2.31%	12
2025 Q4	$4.73M	Buy	44,368 +6,575	+17%	+$697K	2.02%	12
2025 Q3	$3.95M	Sell	37,793 -1,312	-3%	-$131K	1.78%	15
2025 Q2	$3.73M	Buy	39,105 +712	+2%	+$61K	1.8%	16
2025 Q1	$3.09M	Sell	38,393 -8,158	-18%	-$712K	1.63%	18
2024 Q4	$4.09M	Buy	46,551 +2,758	+6%	+$238K	2.21%	10
2024 Q3	$3.63M	Sell	43,793 -1,798	-4%	-$144K	2%	12
2024 Q2	$3.65M	Buy	45,591 +166	+0.4%	+$12.4K	2.27%	10
2024 Q1	$3.32M	Buy	45,425 +6,889	+18%	+$479K	2.19%	12
2023 Q4	$2.51M	Buy	38,536 +8,762	+29%	+$540K	1.91%	12
2023 Q3	$1.77M	Buy	+29,774	New	+$1.82M	1.65%	16

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

Sightline Wealth Advisors's SPYG Position: Q2 2026 in Review

Sightline Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.1% in Q2 2026, buying an estimated $392K and bringing the position to 59,201 shares worth $7.04M. The position accounts for 2.58% of the portfolio, ranked #11.

Sightline Wealth Advisors first reported a position in SPYG in Q3 2023 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sightline Wealth Advisors held 59,201 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.04M as of Q2 2026.
Sightline Wealth Advisors bought 3,428 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $392K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.58% of Sightline Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Sightline Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.