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

TPG 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	$17.1M	Buy	143,799 +3,530	+3%	+$404K	5.11%	5
2026 Q1	$13.7M	Sell	140,269 -2,906	-2%	-$303K	4.47%	6
2025 Q4	$15.3M	Sell	143,175 -24,829	-15%	-$2.63M	5.1%	4
2025 Q3	$17.6M	Buy	168,004 +439	+0.3%	+$43.7K	6.54%	4
2025 Q2	$16M	Sell	167,565 -60,383	-26%	-$5.18M	6.39%	3
2025 Q1	$18.3M	Buy	227,948 +91,231	+67%	+$7.96M	8.1%	2
2024 Q4	$12M	Buy	136,717 +8,126	+6%	+$702K	5.23%	6
2024 Q3	$10.7M	Buy	128,591 +3,814	+3%	+$305K	4.8%	6
2024 Q2	$10M	Buy	+124,777	New	+$9.32M	4.73%	5
2023 Q4	$12.5M	Buy	193,680 +2,523	+1%	+$156K	6.36%	5
2023 Q3	$11.3M	Sell	191,157 -18,853	-9%	-$1.15M	5.86%	5
2023 Q2	$12.8M	Buy	210,010 +9,648	+5%	+$553K	6.71%	5
2023 Q1	$11.1M	Buy	200,362 +9,700	+5%	+$514K	6.06%	5
2022 Q4	$9.66M	Sell	190,662 -10,193	-5%	-$530K	5.86%	5
2022 Q3	$10.1M	Sell	200,855 -23,726	-11%	-$1.33M	6.18%	6
2022 Q2	$11.7M	Buy	224,581 +8,625	+4%	+$495K	7.86%	5
2022 Q1	$14.3M	Buy	215,956 +6,396	+3%	+$416K	8.65%	4
2021 Q4	$15.2M	Buy	209,560 +48,248	+30%	+$3.37M	9.3%	3
2021 Q3	$10.3M	Buy	161,312 +4,549	+3%	+$300K	6.82%	4
2021 Q2	$9.87M	Sell	156,763 -25,160	-14%	-$1.51M	6.93%	3
2021 Q1	$10.3M	Sell	181,923 -5,238	-3%	-$293K	7.15%	4
2020 Q4	$10.3M	Buy	187,161 +42,366	+29%	+$2.23M	7.68%	2
2020 Q3	$7.26M	Sell	144,795 -27,871	-16%	-$1.37M	6.2%	4
2020 Q2	$7.76M	Sell	172,666 -26,437	-13%	-$1.1M	6.95%	4
2020 Q1	$7.12M	Sell	199,103 -8,153	-4%	-$334K	7.06%	4
2019 Q4	$8.69M	Buy	207,256 +5,707	+3%	+$229K	7.16%	4
2019 Q3	$7.84M	Buy	201,549 +2,457	+1%	+$96K	7.06%	4
2019 Q2	$7.87M	Sell	199,092 -73,081	-27%	-$2.78M	7.21%	4
2019 Q1	$10.2M	Buy	272,173 +84,694	+45%	+$2.99M	9.88%	3
2018 Q4	$6.09M	Buy	+187,479	New	+$6.55M	6.61%	5

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

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

TPG Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q2 2026, buying an estimated $404K and bringing the position to 143,799 shares worth $17.1M. The position accounts for 5.11% of the portfolio, ranked #5.

TPG Financial Advisors first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.3M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

TPG Financial Advisors held 143,799 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $17.1M as of Q2 2026.
TPG Financial Advisors bought 3,530 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $404K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.11% of TPG Financial Advisors's portfolio in Q2 2026, its #5 holding.
TPG Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
TPG Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $18.3M in Q1 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 TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.