SFG
SPYG icon

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

Sunburst Financial Group’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 		$44.1M Buy
370,318
+14,839
+4% +$1.7M 7.14% 4
2026
Q1 		$34.8M Buy
355,479
+9,140
+3% +$952K 6.41% 6
2025
Q4 		$37M Buy
346,339
+9,055
+3% +$960K 7.48% 4
2025
Q3 		$35.2M Sell
337,284
-14,696
-4% -$1.46M 7.42% 4
2025
Q2 		$33.6M Buy
351,980
+14,070
+4% +$1.21M 7.51% 5
2025
Q1 		$27.2M Buy
337,910
+8,202
+2% +$716K 6.67% 6
2024
Q4 		$29M Buy
329,708
+28,945
+10% +$2.5M 7.17% 6
2024
Q3 		$24.9M Buy
300,763
+20,640
+7% +$1.65M 6.33% 6
2024
Q2 		$22.4M Buy
280,123
+11,113
+4% +$830K 6.09% 5
2024
Q1 		$19.7M Buy
269,010
+21,164
+9% +$1.47M 5.58% 5
2023
Q4 		$16.1M Buy
247,846
+17,436
+8% +$1.08M 4.99% 5
2023
Q3 		$13.7M Buy
230,410
+14,238
+7% +$872K 4.82% 6
2023
Q2 		$13.2M Buy
216,172
+9,924
+5% +$568K 4.6% 7
2023
Q1 		$11.4M Buy
206,248
+182,476
+768% +$9.66M 4.21% 7
2022
Q4 		$1.2M Buy
23,772
+1,598
+7% +$83.1K 0.48% 32
2022
Q3 		$1.11M Hold
22,174
– – 0.54% 27
2022
Q2 		$1.16M Buy
+22,174
New +$1.27M 0.56% 27

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Sunburst Financial Group's SPYG Position: Q2 2026 in Review

Sunburst Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.2% in Q2 2026, buying an estimated $1.7M and bringing the position to 370,318 shares worth $44.1M. The position accounts for 7.14% of the portfolio, ranked #4.

Sunburst Financial Group first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sunburst Financial Group held 370,318 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $44.1M as of Q2 2026.
  • Sunburst Financial Group bought 14,839 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.7M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.14% of Sunburst Financial Group's portfolio in Q2 2026, its #4 holding.
  • Sunburst Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.