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

Tompkins 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 		– Sell
-380
Closed -$37.2K – 590
2026
Q1 		$37.2K Hold
380
– – ﹤0.01% 344
2025
Q4 		$40.5K Hold
380
– – ﹤0.01% 328
2025
Q3 		$39.7K Hold
380
– – ﹤0.01% 341
2025
Q2 		$36.2K Buy
+380
New +$32.6K ﹤0.01% 347
2025
Q1 		– Sell
-6
Closed -$527 – 583
2024
Q4 		$527 Sell
6
-5
-45% -$432 ﹤0.01% 514
2024
Q3 		$912 Hold
11
– – ﹤0.01% 551
2024
Q2 		$881 Hold
11
– – ﹤0.01% 561
2024
Q1 		$805 Buy
+11
New +$766 ﹤0.01% 600
2023
Q3 		– Sell
-600
Closed -$36.6K – 616
2023
Q2 		$36.6K Hold
600
– – 0.01% 357
2023
Q1 		$33.2K Hold
600
– – 0.01% 374
2022
Q4 		$30K Buy
+600
New +$31.2K ﹤0.01% 386

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Tompkins Financial's SPYG Position: Q2 2026 in Review

Tompkins Financial sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 380 shares — an estimated $37.2K sold.

Tompkins Financial first reported a position in SPYG in Q4 2022 and held it in 11 quarters. The position peaked at $40.5K in Q4 2025. 364 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Tompkins Financial reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Tompkins Financial sold 380 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $37.2K.
  • Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and held it in 11 quarters.
  • Tompkins Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $40.5K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.