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

Topsail Wealth 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	$413K	Buy	3,468 +4	+0.1%	+$457	0.05%	115
2026 Q1	$339K	Hold	3,464	–	–	0.05%	121
2025 Q4	$370K	Hold	3,464	–	–	0.05%	110
2025 Q3	$362K	Buy	3,464 +4	+0.1%	+$398	0.06%	108
2025 Q2	$330K	Buy	3,460 +4	+0.1%	+$343	0.06%	104
2025 Q1	$278K	Buy	3,456 +5	+0.1%	+$436	0.06%	110
2024 Q4	$303K	Buy	+3,451	New	+$298K	0.06%	87

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

Topsail Wealth Management's SPYG Position: Q2 2026 in Review

Topsail Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q2 2026, buying an estimated $457 and bringing the position to 3,468 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #115.

Topsail Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Topsail Wealth Management held 3,468 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $413K as of Q2 2026.
Topsail Wealth Management bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $457.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Topsail Wealth Management's portfolio in Q2 2026, its #115 holding.
Topsail Wealth 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.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.