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Silver Oak Securities’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Silver Oak Securities’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 		$15.2M Sell
127,424
-778
-0.6% -$88.9K 0.92% 20
2026
Q1 		$12.6M Sell
128,202
-5,299
-4% -$552K 0.92% 20
2025
Q4 		$14.3M Buy
133,501
+20,423
+18% +$2.16M 0.97% 17
2025
Q3 		$11.8M Sell
113,078
-3,276
-3% -$326K 0.88% 21
2025
Q2 		$11.1M Sell
116,354
-21,668
-16% -$1.86M 0.9% 22
2025
Q1 		$11.1M Sell
138,022
-1,498
-1% -$131K 1.01% 18
2024
Q4 		$12.4M Sell
139,520
-27,074
-16% -$2.34M 1.15% 16
2024
Q3 		$13.7M Buy
166,594
+28,679
+21% +$2.29M 1.45% 8
2024
Q2 		$11.1M Buy
137,915
+20,061
+17% +$1.5M 1.66% 7
2024
Q1 		$8.62M Sell
117,854
-31,089
-21% -$2.16M 1.32% 12
2023
Q4 		$9.69M Buy
148,943
+142,913
+2,370% +$8.81M 1.3% 9
2023
Q3 		$357K Sell
6,030
-9,671
-62% -$592K 0.08% 201
2023
Q2 		$958K Buy
+15,701
New +$899K 0.15% 138
2022
Q4 		– Sell
-6,030
Closed -$357K – 465
2022
Q3 		$357K Buy
+6,030
New +$339K 0.08% 201
2022
Q2 		– Sell
-30,970
Closed -$2M – 340
2022
Q1 		$2M Buy
+30,970
New +$2.02M 0.41% 55

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Silver Oak Securities's SPYG Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.61% in Q2 2026, selling an estimated $88.9K and leaving 127,424 shares worth $15.2M. The position accounts for 0.92% of the portfolio, ranked #20.

Silver Oak Securities first reported a position in SPYG in Q1 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Silver Oak Securities held 127,424 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.2M as of Q2 2026.
  • Silver Oak Securities sold 778 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $88.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.92% of Silver Oak Securities's portfolio in Q2 2026, its #20 holding.
  • Silver Oak Securities first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 15 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.