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Morrissey Wealth Management, LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Morrissey Wealth Management, LLC’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 		$12.2M Buy
+97,536
New +$11.2M 7.65% 6

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 22.9% 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

Morrissey Wealth Management, LLC's SPYG Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 97,536 shares worth $12.2M. The stake represents 7.65% of the portfolio and ranks #6 among its holdings.

1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Morrissey Wealth Management, LLC held 97,536 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.2M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.65% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #6 holding.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.