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

Simplicity Wealth’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	$20.6M	Buy	173,137 +147,285	+570%	+$16.8M	0.7%	24
2026 Q1	$2.53M	Buy	25,852 +439	+2%	+$45.7K	0.14%	151
2025 Q4	$2.71M	Sell	25,413 -2,266	-8%	-$240K	0.16%	140
2025 Q3	$2.89M	Sell	27,679 -7,762	-22%	-$773K	0.17%	134
2025 Q2	$3.38M	Buy	35,441 +16,609	+88%	+$1.42M	0.14%	149
2025 Q1	$1.51M	Sell	18,832 -3,296	-15%	-$288K	0.12%	190
2024 Q4	$1.95M	Sell	22,128 -486	-2%	-$42K	0.41%	43
2024 Q3	$1.88M	Sell	22,614 -12,846	-36%	-$1.03M	0.17%	117
2024 Q2	$2.84M	Sell	35,460 -3,171	-8%	-$237K	0.06%	290
2024 Q1	$2.83M	Buy	38,631 +24,759	+178%	+$1.72M	0.07%	281
2023 Q4	$903K	Buy	13,872 +4,605	+50%	+$284K	0.35%	49
2023 Q3	$549K	Sell	9,267 -3,450	-27%	-$211K	0.32%	41
2023 Q2	$776K	Buy	12,717 +3,893	+44%	+$223K	0.48%	34
2023 Q1	$489K	Buy	8,824 +466	+6%	+$24.7K	0.32%	42
2022 Q4	$424K	Sell	8,358 -69,027	-89%	-$3.59M	0.37%	37
2022 Q3	$3.88M	Sell	77,385 -14,240	-16%	-$801K	5.21%	2
2022 Q2	$4.79M	Sell	91,625 -43,255	-32%	-$2.48M	6.99%	2
2022 Q1	$8.93M	Sell	134,880 -83,889	-38%	-$5.46M	8.69%	1
2021 Q4	$15.9M	Buy	+218,769	New	+$15.3M	8.55%	2

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

Simplicity Wealth's SPYG Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 570% in Q2 2026, buying an estimated $16.8M and bringing the position to 173,137 shares worth $20.6M. The position accounts for 0.7% of the portfolio, ranked #24.

Simplicity Wealth first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Simplicity Wealth held 173,137 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.6M as of Q2 2026.
Simplicity Wealth bought 147,285 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $16.8M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.7% of Simplicity Wealth's portfolio in Q2 2026, its #24 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.