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

VestGen 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	$2.04M	Buy	17,163 +372	+2%	+$42.5K	0.06%	300
2026 Q1	$1.97M	Sell	16,791 -17,644	-51%	-$1.84M	0.05%	305
2025 Q4	$3.67M	Sell	34,435 -191,550	-85%	-$20.3M	0.16%	138
2025 Q3	$23.6M	Sell	225,985 -8,877	-4%	-$884K	0.79%	24
2025 Q2	$22.4M	Sell	234,862 -23,299	-9%	-$2M	0.89%	21
2025 Q1	$20.7M	Buy	+258,161	New	+$22.5M	0.94%	20

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

VestGen Advisors's SPYG Position: Q2 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q2 2026, buying an estimated $42.5K and bringing the position to 17,163 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #300.

VestGen Advisors first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.6M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

VestGen Advisors held 17,163 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.04M as of Q2 2026.
VestGen Advisors bought 372 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $42.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #300 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23.6M in Q3 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.