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Sound Income Strategies’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sound Income Strategies’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 		$629K Buy
5,289
+2,733
+107% +$312K 0.03% 257
2026
Q1 		$254K Buy
2,556
+322
+14% +$33.5K 0.01% 354
2025
Q4 		$240K Buy
2,234
+575
+35% +$61K 0.01% 376
2025
Q3 		$175K Hold
1,659
– – 0.01% 308
2025
Q2 		$158K Buy
1,659
+433
+35% +$37.1K 0.01% 313
2025
Q1 		$98.5K Buy
1,226
+472
+63% +$41.2K 0.01% 396
2024
Q4 		$66.3K Sell
754
-260
-26% -$22.5K ﹤0.01% 413
2024
Q3 		$84.1K Sell
1,014
-143
-12% -$11.4K 0.01% 365
2024
Q2 		$92.7K Sell
1,157
-62
-5% -$4.63K 0.01% 345
2024
Q1 		$89.2K Sell
1,219
-248
-17% -$17.3K 0.01% 329
2023
Q4 		$95.4K Buy
1,467
+900
+159% +$55.5K 0.01% 290
2023
Q3 		$33.6K Sell
567
-3,623
-86% -$222K ﹤0.01% 354
2023
Q2 		$256K Buy
4,190
+3,609
+621% +$207K 0.03% 134
2023
Q1 		$32.2K Buy
581
+219
+60% +$11.6K ﹤0.01% 345
2022
Q4 		$18.3K Buy
362
+201
+125% +$10.5K ﹤0.01% 405
2022
Q3 		$8K Hold
161
– – ﹤0.01% 516
2022
Q2 		$8K Hold
161
– – ﹤0.01% 515
2022
Q1 		$11K Hold
161
– – ﹤0.01% 463
2021
Q4 		$12K Buy
+161
New +$11.2K ﹤0.01% 451
2021
Q2 		– Sell
-94
Closed -$5.3K – 1032
2021
Q1 		$5.3K Buy
+94
New +$5.27K ﹤0.01% 608

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Sound Income Strategies's SPYG Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 107% in Q2 2026, buying an estimated $312K and bringing the position to 5,289 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #257.

Sound Income Strategies first reported a position in SPYG in Q1 2021 and has held it in 20 quarters since. 1,179 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sound Income Strategies held 5,289 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $629K as of Q2 2026.
  • Sound Income Strategies bought 2,733 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $312K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #257 holding.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.