Winthrop Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Winthrop Advisory Group’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	$4.08M	Sell	34,289 -396	-1%	-$45.3K	0.27%	47
2026 Q1	$3.4M	Sell	34,685 -161	-0.5%	-$16.8K	0.28%	46
2025 Q4	$3.72M	Sell	34,846 -222	-0.6%	-$23.5K	0.32%	43
2025 Q3	$3.66M	Sell	35,068 -13	-0%	-$1.29K	0.32%	44
2025 Q2	$3.34M	Buy	35,081 +1,711	+5%	+$147K	0.32%	42
2025 Q1	$2.68M	Sell	33,370 -589	-2%	-$51.4K	0.32%	38
2024 Q4	$2.98M	Buy	33,959 +1,863	+6%	+$161K	0.36%	39
2024 Q3	$2.66M	Sell	32,096 -429,580	-93%	-$34.3M	0.33%	37
2024 Q2	$29.6M	Hold	461,676	–	–	4.03%	8
2024 Q1	$29.6M	Buy	461,676 +428,964	+1,311%	+$29.9M	4.28%	7
2023 Q4	$2.13M	Buy	32,712 +36	+0.1%	+$2.22K	0.33%	38
2023 Q3	$1.94M	Buy	32,676 +417	+1%	+$25.5K	0.32%	34
2023 Q2	$1.97M	Sell	32,259 -1,944	-6%	-$111K	0.32%	35
2023 Q1	$1.89M	Sell	34,203 -2,206	-6%	-$117K	0.33%	35
2022 Q4	$1.84M	Buy	+36,409	New	+$1.89M	0.35%	32

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

Winthrop Advisory Group's SPYG Position: Q2 2026 in Review

Winthrop Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, selling an estimated $45.3K and leaving 34,289 shares worth $4.08M. The position accounts for 0.27% of the portfolio, ranked #47.

Winthrop Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.6M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Winthrop Advisory Group held 34,289 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.08M as of Q2 2026.
Winthrop Advisory Group sold 396 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $45.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.27% of Winthrop Advisory Group's portfolio in Q2 2026, its #47 holding.
Winthrop Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Winthrop Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $29.6M in Q2 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.