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

Sunesis 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	$1.45M	Hold	12,221	–	–	0.6%	24
2026 Q1	$1.2M	Hold	12,221	–	–	0.54%	23
2025 Q4	$1.3M	Hold	12,221	–	–	0.59%	23
2025 Q3	$1.28M	Buy	+12,221	New	+$1.22M	0.6%	23
2025 Q1	$982K	Hold	12,221	–	–	0.53%	25
2024 Q4	$1.07M	Hold	12,221	–	–	0.65%	23
2024 Q3	$1.01M	Sell	12,221 -853	-7%	-$68.2K	0.61%	25
2024 Q2	$1.05M	Hold	13,074	–	–	0.62%	27
2024 Q1	$956K	Hold	13,074	–	–	0.56%	29
2023 Q4	$851K	Hold	13,074	–	–	0.52%	34
2023 Q3	$775K	Buy	+13,074	New	+$801K	0.55%	32
2023 Q1	$724K	Sell	13,074 -146,757	-92%	-$7.77M	0.52%	33
2022 Q4	$8.1M	Hold	159,831	–	–	5.18%	4
2022 Q3	$8.01M	Hold	159,831	–	–	5.51%	4
2022 Q2	$8.36M	Sell	159,831 -509	-0.3%	-$29.2K	5.43%	4
2022 Q1	$10.6M	Buy	+160,340	New	+$10.4M	6.15%	4

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

Sunesis Advisors's SPYG Position: Q2 2026 in Review

Sunesis Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 12,221 shares worth $1.45M. The position accounts for 0.6% of the portfolio, ranked #24.

Sunesis Advisors first reported a position in SPYG in Q1 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sunesis Advisors held 12,221 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.45M as of Q2 2026.
Sunesis Advisors 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 0.6% of Sunesis Advisors's portfolio in Q2 2026, its #24 holding.
Sunesis Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 16 quarters since.
Sunesis Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.6M in Q1 2022.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.