UAG
SPYG icon

United Advisor Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

United Advisor Group’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 		$11.2M Buy
94,307
+2,604
+3% +$298K 1.18% 14
2026
Q1 		$8.98M Sell
91,703
-141
-0.2% -$14.7K 1.11% 14
2025
Q4 		$9.8M Buy
91,844
+1,770
+2% +$188K 1.22% 14
2025
Q3 		$9.41M Buy
90,074
+2,691
+3% +$268K 1.27% 13
2025
Q2 		$8.33M Buy
87,383
+17,471
+25% +$1.5M 1.44% 11
2025
Q1 		$5.62M Buy
69,912
+7,133
+11% +$623K 1.15% 18
2024
Q4 		$5.52M Buy
62,779
+22,110
+54% +$1.91M 1.09% 20
2024
Q3 		$3.37M Buy
40,669
+211
+0.5% +$16.9K 0.76% 30
2024
Q2 		$3.24M Buy
40,458
+16,619
+70% +$1.24M 1.01% 22
2024
Q1 		$1.74M Buy
+23,839
New +$1.66M 0.66% 47

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 22.96% 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

United Advisor Group's SPYG Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q2 2026, buying an estimated $298K and bringing the position to 94,307 shares worth $11.2M. The position accounts for 1.18% of the portfolio, ranked #14.

United Advisor Group first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • United Advisor Group held 94,307 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.2M as of Q2 2026.
  • United Advisor Group bought 2,604 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $298K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.18% of United Advisor Group's portfolio in Q2 2026, its #14 holding.
  • United Advisor Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 10 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.