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

Walsh & Associates’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 		$16.1M Sell
135,126
-90
-0.1% -$10.3K 13.13% 2
2026
Q1 		$13.2M Buy
135,216
+2,400
+2% +$250K 13.13% 2
2025
Q4 		$14.2M Buy
+132,816
New +$14.1M 13.97% 2

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

Walsh & Associates's SPYG Position: Q2 2026 in Review

Walsh & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.07% in Q2 2026, selling an estimated $10.3K and leaving 135,126 shares worth $16.1M. The position accounts for 13.13% of the portfolio, ranked #2.

Walsh & Associates first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,398 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Walsh & Associates held 135,126 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.1M as of Q2 2026.
  • Walsh & Associates sold 90 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $10.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 13.13% of Walsh & Associates's portfolio in Q2 2026, its #2 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,398 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.