Vertex Planning Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Vertex Planning Partners’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	$23M	Buy	193,662 +28,720	+17%	+$3.28M	3.42%	8
2026 Q1	$16.1M	Buy	164,942 +5,552	+3%	+$578K	3.14%	7
2025 Q4	$17M	Sell	159,390 -549	-0.3%	-$58.2K	3.95%	6
2025 Q3	$16.7M	Buy	159,939 +2,890	+2%	+$288K	3.21%	5
2025 Q2	$15M	Buy	157,049 +279	+0.2%	+$23.9K	3.13%	5
2025 Q1	$12.6M	Buy	156,770 +3,537	+2%	+$309K	2.75%	7
2024 Q4	$13.5M	Sell	153,233 -76,543	-33%	-$6.61M	2.97%	7
2024 Q3	$19.1M	Buy	229,776 +2,710	+1%	+$217K	4.56%	7
2024 Q2	$18.2M	Buy	227,066 +2,761	+1%	+$206K	4.72%	6
2024 Q1	$16.4M	Sell	224,305 -9,191	-4%	-$640K	4.54%	6
2023 Q4	$15.2M	Buy	233,496 +220,117	+1,645%	+$13.6M	4.5%	7
2023 Q3	$793K	Buy	+13,379	New	+$820K	0.27%	46

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

Vertex Planning Partners's SPYG Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q2 2026, buying an estimated $3.28M and bringing the position to 193,662 shares worth $23M. The position accounts for 3.42% of the portfolio, ranked #8.

Vertex Planning Partners first reported a position in SPYG in Q3 2023 and has held it in 12 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Vertex Planning Partners held 193,662 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23M as of Q2 2026.
Vertex Planning Partners bought 28,720 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.28M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.42% of Vertex Planning Partners's portfolio in Q2 2026, its #8 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.