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

Win 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	$3.73M	Buy	+31,378	New	+$3.59M	1.33%	25
2026 Q1	–	Sell	-154,627	Closed	-$16.5M	–	117
2025 Q4	$16.5M	Buy	154,627 +108,689	+237%	+$11.5M	7%	2
2025 Q3	$4.8M	Buy	+45,938	New	+$4.58M	2.34%	11
2025 Q1	–	Sell	-21,752	Closed	-$1.91M	–	79
2024 Q4	$1.91M	Buy	+21,752	New	+$1.88M	0.93%	28
2024 Q3	–	Sell	-79,001	Closed	-$6.33M	–	82
2024 Q2	$6.33M	Sell	79,001 -5,672	-7%	-$424K	2.83%	14
2024 Q1	$6.19M	Buy	+84,673	New	+$5.89M	2.73%	14
2023 Q2	–	Sell	-20,642	Closed	-$3.76M	–	53
2023 Q1	$3.76M	Buy	20,642 +15,754	+322%	+$834K	1.49%	3
2022 Q4	$248K	Sell	4,888 -2,514	-34%	-$131K	0.09%	15
2022 Q3	$371K	Sell	7,402 -2,040	-22%	-$115K	0.14%	10
2022 Q2	$497K	Sell	9,442 -190,569	-95%	-$10.9M	0.97%	13
2022 Q1	$13.2M	Buy	200,011 +120,633	+152%	+$7.85M	3.48%	13
2021 Q4	$5.75M	Buy	+79,378	New	+$5.54M	1.32%	21

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

Win Advisors's SPYG Position: Q2 2026 in Review

Win Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 31,378 shares worth $3.73M. The stake represents 1.33% of the portfolio and ranks #25 among its holdings. This is a return to the name: Win Advisors previously reported a position in SPYG as recently as Q4 2025.

Win Advisors first reported a position in SPYG in Q4 2021 and has held it in 12 quarters since. The position peaked at $16.5M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Win Advisors held 31,378 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.73M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Win Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.33% of Win Advisors's portfolio in Q2 2026, its #25 holding.
Win Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Win Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $16.5M in Q4 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.