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

Stratos Investment Management’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	$398K	Buy	3,345 +586	+21%	+$67K	0.01%	285
2026 Q1	$270K	Buy	2,759 +725	+36%	+$75.5K	0.01%	316
2025 Q4	$217K	Sell	2,034 -1,012	-33%	-$107K	0.01%	333
2025 Q3	$318K	Buy	3,046 +4	+0.1%	+$398	0.01%	292
2025 Q2	$290K	Sell	3,042 -1,364	-31%	-$117K	0.01%	306
2025 Q1	$354K	Buy	+4,406	New	+$385K	0.02%	242

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 22.9% 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

Stratos Investment Management's SPYG Position: Q2 2026 in Review

Stratos Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 21% in Q2 2026, buying an estimated $67K and bringing the position to 3,345 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #285.

Stratos Investment Management first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Stratos Investment Management held 3,345 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $398K as of Q2 2026.
Stratos Investment Management bought 586 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $67K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #285 holding.
Stratos Investment Management 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.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.