Tempus Wealth Planning’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Tempus Wealth Planning’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	$844K	Sell	7,097 -375	-5%	-$42.9K	0.17%	145
2026 Q1	$732K	Sell	7,472 -229	-3%	-$23.8K	0.17%	149
2025 Q4	$822K	Sell	7,701 -2,086	-21%	-$221K	0.19%	134
2025 Q3	$1.02M	Sell	9,787 -2,548	-21%	-$254K	0.23%	114
2025 Q2	$1.18M	Sell	12,335 -883	-7%	-$75.7K	0.29%	95
2025 Q1	$1.06M	Buy	13,218 +121	+0.9%	+$10.6K	0.32%	92
2024 Q4	$1.15M	Sell	13,097 -984	-7%	-$85K	0.35%	83
2024 Q3	$1.17M	Sell	14,081 -23	-0.2%	-$1.84K	0.43%	66
2024 Q2	$1.13M	Sell	14,104 -475	-3%	-$35.5K	0.47%	59
2024 Q1	$1.07M	Buy	+14,579	New	+$1.01M	0.47%	56

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

Tempus Wealth Planning's SPYG Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5% in Q2 2026, selling an estimated $42.9K and leaving 7,097 shares worth $844K. The position accounts for 0.17% of the portfolio, ranked #145.

Tempus Wealth Planning first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Tempus Wealth Planning held 7,097 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $844K as of Q2 2026.
Tempus Wealth Planning sold 375 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $42.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Tempus Wealth Planning's portfolio in Q2 2026, its #145 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Tempus Wealth Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.18M in Q2 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.