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

Soltis Investment 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	$1.39M	Sell	11,690 -1,366	-10%	-$156K	0.08%	200
2026 Q1	$1.28M	Buy	13,056 +4,354	+50%	+$453K	0.08%	190
2025 Q4	$929K	Buy	8,702 +1,537	+21%	+$163K	0.06%	221
2025 Q3	$749K	Buy	7,165 +363	+5%	+$36.2K	0.05%	242
2025 Q2	$648K	Sell	6,802 -1,017	-13%	-$87.2K	0.05%	215
2025 Q1	$628K	Sell	7,819 -49,838	-86%	-$4.35M	0.06%	210
2024 Q4	$5.07M	Sell	57,657 -21,561	-27%	-$1.86M	0.47%	60
2024 Q3	$6.57M	Buy	79,218 +2,233	+3%	+$178K	0.64%	43
2024 Q2	$6.17M	Buy	76,985 +45,260	+143%	+$3.38M	0.65%	43
2024 Q1	$2.32M	Buy	31,725 +563	+2%	+$39.2K	0.26%	107
2023 Q4	$2.03M	Buy	31,162 +376	+1%	+$23.2K	0.23%	111
2023 Q3	$1.82M	Sell	30,786 -213	-0.7%	-$13K	0.23%	110
2023 Q2	$1.89M	Sell	30,999 -3,684	-11%	-$211K	0.22%	109
2023 Q1	$1.92M	Sell	34,683 -11,364	-25%	-$602K	0.24%	111
2022 Q4	$2.33M	Buy	+46,047	New	+$2.4M	0.31%	90

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

Soltis Investment Advisors's SPYG Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q2 2026, selling an estimated $156K and leaving 11,690 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #200.

Soltis Investment Advisors first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.57M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Soltis Investment Advisors held 11,690 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.39M as of Q2 2026.
Soltis Investment Advisors sold 1,366 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 0.08% of Soltis Investment Advisors's portfolio in Q2 2026, its #200 holding.
Soltis Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Soltis Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.57M in Q3 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 Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.