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

Symphony Financial’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	$33M	Buy	280,638 +5,815	+2%	+$665K	3.61%	3
2026 Q1	$26.5M	Sell	274,823 -4,470	-2%	-$465K	3.5%	3
2025 Q4	$30M	Sell	279,293 -45,391	-14%	-$4.81M	4.03%	3
2025 Q3	$33.9M	Buy	324,684 +22,056	+7%	+$2.2M	4.12%	3
2025 Q2	$30.8M	Buy	302,628 +187,529	+163%	+$16.1M	4.04%	3
2025 Q1	$9.1M	Sell	115,099 -216,882	-65%	-$18.9M	5.39%	5
2024 Q4	$30.1M	Buy	331,981 +3,832	+1%	+$331K	4.73%	3
2024 Q3	$27M	Buy	328,149 +6,831	+2%	+$546K	4.47%	2
2024 Q2	$25.9M	Buy	321,318 +47,710	+17%	+$3.56M	4.73%	2
2024 Q1	$20M	Buy	273,608 +49,206	+22%	+$3.42M	4.66%	2
2023 Q4	$14.7M	Sell	224,402 -95,480	-30%	-$5.89M	3.16%	6
2023 Q3	$19M	Sell	319,882 -26,971	-8%	-$1.65M	4.66%	6
2023 Q2	$20.9M	Sell	346,853 -7,750	-2%	-$444K	5.13%	1
2023 Q1	$19.4M	Buy	354,603 +1,503	+0.4%	+$79.6K	5.02%	1
2022 Q4	$17.8M	Buy	353,100 +45,961	+15%	+$2.39M	4.72%	2
2022 Q3	$15.6M	Sell	307,139 -51,398	-14%	-$2.89M	5.12%	1
2022 Q2	$19M	Sell	358,537 -31,654	-8%	-$1.82M	5.61%	1
2022 Q1	$24.7M	Buy	390,191 +41,080	+12%	+$2.67M	5.81%	1
2021 Q4	$25.4M	Buy	349,111 +75,834	+28%	+$5.29M	7.06%	1
2021 Q3	$17.6M	Buy	273,277 +4,870	+2%	+$322K	6.14%	3
2021 Q2	$16.9M	Sell	268,407 -29,463	-10%	-$1.77M	5.75%	3
2021 Q1	$20.5M	Buy	297,870 +94,216	+46%	+$5.28M	5.42%	3
2020 Q4	$11.1M	Sell	203,654 -40,391	-17%	-$2.12M	3.98%	3
2020 Q3	$12.2M	Buy	244,045 +110,105	+82%	+$5.4M	4.99%	3
2020 Q2	$6.02M	Buy	+133,940	New	+$5.56M	2.91%	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

Symphony Financial's SPYG Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q2 2026, buying an estimated $665K and bringing the position to 280,638 shares worth $33M. The position accounts for 3.61% of the portfolio, ranked #3.

Symphony Financial first reported a position in SPYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $33.9M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Symphony Financial held 280,638 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $33M as of Q2 2026.
Symphony Financial bought 5,815 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $665K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.61% of Symphony Financial's portfolio in Q2 2026, its #3 holding.
Symphony Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
Symphony Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $33.9M in Q3 2025.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.