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

Valtinson Bruner Financial Planning’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 		$654K Buy
5,493
+245
+5% +$28K 0.16% 73
2026
Q1 		$514K Buy
5,248
+548
+12% +$57.1K 0.14% 80
2025
Q4 		$501K Sell
4,700
-1,111
-19% -$118K 0.14% 80
2025
Q3 		$607K Sell
5,811
-96
-2% -$9.56K 0.18% 67
2025
Q2 		$563K Buy
5,907
+1,225
+26% +$105K 0.18% 70
2025
Q1 		$376K Sell
4,682
-224
-5% -$19.6K 0.13% 88
2024
Q4 		$431K Buy
4,906
+187
+4% +$16.2K 0.15% 90
2024
Q3 		$391K Buy
4,719
+139
+3% +$11.1K 0.14% 94
2024
Q2 		$367K Sell
4,580
-5
-0.1% -$373 0.15% 93
2024
Q1 		$335K Buy
4,585
+64
+1% +$4.46K 0.14% 91
2023
Q4 		$294K Hold
4,521
– – 0.15% 96
2023
Q3 		$268K Sell
4,521
-269
-6% -$16.5K 0.15% 96
2023
Q2 		$292K Buy
4,790
+270
+6% +$15.5K 0.16% 93
2023
Q1 		$250K Sell
4,520
-504
-10% -$26.7K 0.14% 104
2022
Q4 		$258K Buy
5,024
+501
+11% +$26.1K 0.15% 101
2022
Q3 		$227K Sell
4,523
-36
-0.8% -$2.02K 0.14% 92
2022
Q2 		$238K Sell
4,559
-1,232
-21% -$70.6K 0.15% 87
2022
Q1 		$360K Sell
5,791
-85,733
-94% -$5.58M 0.21% 75
2021
Q4 		$6.63M Sell
91,524
-3,434
-4% -$240K 3.63% 7
2021
Q3 		$6.42M Buy
94,958
+2,040
+2% +$135K 3.52% 6
2021
Q2 		$6.09M Buy
92,918
+15,348
+20% +$921K 3.48% 6
2021
Q1 		$4.69M Buy
77,570
+5,964
+8% +$334K 2.76% 11
2020
Q4 		$3.98M Buy
71,606
+9,242
+15% +$486K 2.49% 12
2020
Q3 		$3.05M Buy
62,364
+40,002
+179% +$1.96M 2.14% 12
2020
Q2 		$1.1M Buy
+22,362
New +$929K 0.78% 31
2020
Q1 		– Sell
-132,530
Closed -$5.62M – 82
2019
Q4 		$5.62M Buy
132,530
+31,968
+32% +$1.28M 4.03% 7
2019
Q3 		$3.9M Buy
100,562
+42,170
+72% +$1.65M 3.18% 7
2019
Q2 		$2.26M Sell
58,392
-1,740
-3% -$66.1K 1.91% 9
2019
Q1 		$2.24M Sell
60,132
-4,294
-7% -$152K 1.95% 8
2018
Q4 		$2.09M Buy
+64,426
New +$2.25M 2.19% 5

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

Valtinson Bruner Financial Planning's SPYG Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q2 2026, buying an estimated $28K and bringing the position to 5,493 shares worth $654K. The position accounts for 0.16% of the portfolio, ranked #73.

Valtinson Bruner Financial Planning first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.63M in Q4 2021. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Valtinson Bruner Financial Planning held 5,493 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $654K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 245 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $28K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #73 holding.
  • Valtinson Bruner Financial Planning 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.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.63M in Q4 2021.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.