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

Tobias Financial 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	$10.4M	Buy	87,770 +3,423	+4%	+$391K	1.33%	19
2026 Q1	$8.26M	Buy	84,347 +3,891	+5%	+$405K	1.15%	20
2025 Q4	$8.58M	Sell	80,456 -3,955	-5%	-$419K	1.21%	20
2025 Q3	$8.82M	Sell	84,411 -2,130	-2%	-$212K	1.34%	20
2025 Q2	$8.25M	Buy	86,541 +14,809	+21%	+$1.27M	1.41%	19
2025 Q1	$5.77M	Buy	71,732 +9,962	+16%	+$870K	1.12%	20
2024 Q4	$5.43M	Sell	61,770 -888	-1%	-$76.7K	1.09%	22
2024 Q3	$5.2M	Sell	62,658 -1,010	-2%	-$80.7K	1.04%	21
2024 Q2	$5.1M	Sell	63,668 -11,993	-16%	-$896K	1.1%	20
2024 Q1	$5.53M	Sell	75,661 -3,261	-4%	-$227K	1.25%	19
2023 Q4	$5.13M	Sell	78,922 -13,739	-15%	-$847K	1.25%	19
2023 Q3	$5.49M	Sell	92,661 -2,231	-2%	-$137K	1.44%	19
2023 Q2	$5.79M	Sell	94,892 -115	-0.1%	-$6.59K	1.56%	18
2023 Q1	$5.26M	Sell	95,007 -7,025	-7%	-$372K	1.54%	18
2022 Q4	$5.17M	Sell	102,032 -7,082	-6%	-$368K	1.7%	19
2022 Q3	$5.47M	Buy	109,114 +14,447	+15%	+$813K	1.93%	15
2022 Q2	$4.95M	Sell	94,667 -14,335	-13%	-$822K	1.66%	19
2022 Q1	$7.22M	Buy	+109,002	New	+$7.09M	2.49%	12
2021 Q4	–	Sell	-45,392	Closed	-$2.91M	–	112
2021 Q3	$2.91M	Buy	45,392 +236	+0.5%	+$15.6K	1.09%	20
2021 Q2	$2.84M	Buy	45,156 +745	+2%	+$44.7K	1.13%	20
2021 Q1	$2.5M	Buy	44,411 +679	+2%	+$38K	1.06%	19
2020 Q4	$2.42M	Sell	43,732 -229	-0.5%	-$12K	1.11%	19
2020 Q3	$2.2M	Sell	43,961 -5,095	-10%	-$250K	1.21%	20
2020 Q2	$2.2M	Buy	49,056 +33,242	+210%	+$1.38M	1.29%	19
2020 Q1	$565K	Buy	15,814 +1,661	+12%	+$68K	0.41%	36
2019 Q4	$593K	Buy	+14,153	New	+$567K	0.38%	37

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

Tobias Financial Advisors's SPYG Position: Q2 2026 in Review

Tobias Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q2 2026, buying an estimated $391K and bringing the position to 87,770 shares worth $10.4M. The position accounts for 1.33% of the portfolio, ranked #19.

Tobias Financial Advisors first reported a position in SPYG in Q4 2019 and has held it in 26 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Tobias Financial Advisors held 87,770 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.4M as of Q2 2026.
Tobias Financial Advisors bought 3,423 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $391K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.33% of Tobias Financial Advisors's portfolio in Q2 2026, its #19 holding.
Tobias Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 26 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.