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

Simon Quick 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	$362K	Hold	3,044	–	–	0.01%	304
2026 Q1	$298K	Hold	3,044	–	–	0.01%	304
2025 Q4	$325K	Hold	3,044	–	–	0.01%	305
2025 Q3	$318K	Sell	3,044 -623	-17%	-$62K	0.01%	314
2025 Q2	$350K	Buy	+3,667	New	+$314K	0.02%	285
2025 Q1	–	Sell	-5,095	Closed	-$448K	–	627
2024 Q4	$448K	Buy	+5,095	New	+$440K	0.03%	269

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

Simon Quick Advisors's SPYG Position: Q2 2026 in Review

Simon Quick Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 3,044 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #304.

Simon Quick Advisors first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Simon Quick Advisors held 3,044 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $362K as of Q2 2026.
Simon Quick Advisors 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 Simon Quick Advisors's portfolio in Q2 2026, its #304 holding.
Simon Quick Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Simon Quick Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $448K in Q4 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.