SFS
SPYG icon

Sowell Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sowell Financial Services’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 		$280K Sell
2,353
-155
-6% -$17.7K 0.01% 902
2026
Q1 		$246K Sell
2,508
-124
-5% -$12.9K 0.01% 923
2025
Q4 		$281K Sell
2,632
-877
-25% -$93K 0.01% 856
2025
Q3 		$367K Buy
3,509
+724
+26% +$72.1K 0.01% 746
2025
Q2 		$266K Sell
2,785
-1,714
-38% -$147K 0.01% 847
2025
Q1 		$362K Sell
4,499
-5,896
-57% -$515K 0.02% 687
2024
Q4 		$914K Sell
10,395
-19,208
-65% -$1.66M 0.05% 324
2024
Q3 		$2.46M Sell
29,603
-7,848
-21% -$627K 0.11% 203
2024
Q2 		$3M Buy
37,451
+4,278
+13% +$320K 0.14% 157
2024
Q1 		$2.43M Buy
33,173
+732
+2% +$50.9K 0.11% 188
2023
Q4 		$2.11M Sell
32,441
-41,930
-56% -$2.59M 0.11% 198
2023
Q3 		$4.41M Buy
74,371
+44,623
+150% +$2.73M 0.28% 95
2023
Q2 		$1.81M Buy
29,748
+7,923
+36% +$454K 0.1% 232
2023
Q1 		$1.21M Sell
21,825
-13,184
-38% -$698K 0.09% 261
2022
Q4 		$1.77M Buy
35,009
+14,263
+69% +$742K 0.11% 208
2022
Q3 		$1.04M Buy
+20,746
New +$1.17M 0.1% 232
2022
Q1 		– Sell
-44,933
Closed -$3.26M – 470
2021
Q4 		$3.26M Sell
44,933
-2,858
-6% -$200K 0.19% 124
2021
Q3 		$3.06M Buy
47,791
+21,259
+80% +$1.4M 0.21% 117
2021
Q2 		$1.67M Buy
26,532
+601
+2% +$36K 0.11% 211
2021
Q1 		$1.55M Buy
25,931
+1,592
+7% +$89.2K 0.05% 300
2020
Q4 		$1.35M Buy
24,339
+3,395
+16% +$178K 0.06% 267
2020
Q3 		$1.05M Buy
20,944
+20,196
+2,700% +$990K 0.05% 285
2020
Q2 		$34K Buy
748
+61
+9% +$2.53K ﹤0.01% 1292
2020
Q1 		$25K Sell
687
-336
-33% -$13.8K ﹤0.01% 1314
2019
Q4 		$43K Sell
1,023
-1,670
-62% -$66.9K ﹤0.01% 1192
2019
Q3 		$105K Buy
+2,693
New +$105K 0.01% 816

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

Sowell Financial Services's SPYG Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.2% in Q2 2026, selling an estimated $17.7K and leaving 2,353 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #902.

Sowell Financial Services first reported a position in SPYG in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.41M in Q3 2023. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sowell Financial Services held 2,353 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $280K as of Q2 2026.
  • Sowell Financial Services sold 155 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $17.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #902 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.41M in Q3 2023.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.