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

Spurstone Advisory 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	$3.67K	Hold	31	–	–	0.05%	55
2026 Q1	$3.04K	Hold	31	–	–	0.05%	37
2025 Q4	$3.31K	Hold	31	–	–	0.05%	53
2025 Q3	$3.24K	Hold	31	–	–	0.05%	67
2025 Q2	$2.95K	Hold	31	–	–	0.04%	95
2025 Q1	$2.49K	Buy	+31	New	+$2.71K	0.05%	64

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

Spurstone Advisory Services's SPYG Position: Q2 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 31 shares worth $3.67K. The position accounts for 0.05% of the portfolio, ranked #55.

Spurstone Advisory Services first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Spurstone Advisory Services held 31 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.67K as of Q2 2026.
Spurstone Advisory Services 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 0.05% of Spurstone Advisory Services's portfolio in Q2 2026, its #55 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.