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

truNorth Financial Services’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 		$219K Buy
+1,843
New +$211K 0.2% 54
2026
Q1 		– Sell
-2,337
Closed -$249K – 50
2025
Q4 		$249K Buy
+2,337
New +$248K 0.27% 42

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

truNorth Financial Services's SPYG Position: Q2 2026 in Review

truNorth Financial Services opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,843 shares worth $219K. The stake represents 0.2% of the portfolio and ranks #54 among its holdings. This is a return to the name: truNorth Financial Services previously reported a position in SPYG as recently as Q4 2025.

truNorth Financial Services first reported a position in SPYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • truNorth Financial Services held 1,843 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $219K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new truNorth Financial Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of truNorth Financial Services's portfolio in Q2 2026, its #54 holding.
  • truNorth Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • truNorth Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $249K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on truNorth Financial Services's 13F filing for Q2 2026, filed 30 Jul 2026.