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

Strategic 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 		$123K Buy
+1,038
New +$119K 0.01% 368
2025
Q4 		– Sell
-133,995
Closed -$97.2K – 272
2025
Q3 		$97.2K Buy
+133,995
New +$13.3M 0.01% 247

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 22.9% 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

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

Strategic Investment Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,038 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in SPYG as recently as Q3 2025.

Strategic Investment Advisors first reported a position in SPYG in Q3 2025 and has held it in 2 quarters since. 1,411 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Strategic Investment Advisors held 1,038 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $123K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Strategic Investment Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #368 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.