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

Stegent Equity 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	$627K	Sell	5,271 -5	-0.1%	-$572	0.45%	55
2026 Q1	$517K	Sell	5,276 -19,047	-78%	-$1.98M	0.44%	60
2025 Q4	$2.6M	Buy	24,323 +347	+1%	+$36.8K	2.02%	10
2025 Q3	$2.51M	Sell	23,976 -371	-2%	-$37K	2.04%	12
2025 Q2	$2.32M	Sell	24,347 -5,992	-20%	-$514K	2.05%	14
2025 Q1	$2.44M	Sell	30,339 -3,226	-10%	-$282K	2.47%	10
2024 Q4	$2.95M	Buy	33,565 +101	+0.3%	+$8.73K	2.99%	8
2024 Q3	$2.78M	Sell	33,464 -20,962	-39%	-$1.68M	3.07%	8
2024 Q2	$4.36M	Buy	+54,426	New	+$4.06M	4.54%	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

Stegent Equity Advisors's SPYG Position: Q2 2026 in Review

Stegent Equity Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.09% in Q2 2026, selling an estimated $572 and leaving 5,271 shares worth $627K. The position accounts for 0.45% of the portfolio, ranked #55.

Stegent Equity Advisors first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.36M in Q2 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Stegent Equity Advisors held 5,271 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $627K as of Q2 2026.
Stegent Equity Advisors sold 5 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $572.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.45% of Stegent Equity Advisors's portfolio in Q2 2026, its #55 holding.
Stegent Equity Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Stegent Equity Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.36M in Q2 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 Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.