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

Synergy 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	$16.9M	Buy	142,185 +15,776	+12%	+$1.8M	4.09%	5
2026 Q1	$12.4M	Buy	126,409 +10,408	+9%	+$1.08M	4.05%	6
2025 Q4	$12.4M	Buy	116,001 +10,675	+10%	+$1.13M	4.38%	6
2025 Q3	$11M	Buy	105,326 +4,486	+4%	+$447K	4.2%	5
2025 Q2	$9.61M	Buy	100,840 +4,245	+4%	+$364K	5.79%	5
2025 Q1	$7.76M	Buy	96,595 +19,069	+25%	+$1.66M	3.24%	7
2024 Q4	$6.81M	Buy	+77,526	New	+$6.7M	2.93%	7

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

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

Synergy Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $1.8M and bringing the position to 142,185 shares worth $16.9M. The position accounts for 4.09% of the portfolio, ranked #5.

Synergy Investment Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Synergy Investment Management held 142,185 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.9M as of Q2 2026.
Synergy Investment Management bought 15,776 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.8M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.09% of Synergy Investment Management's portfolio in Q2 2026, its #5 holding.
Synergy Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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