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

Worth Financial 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	$606K	Buy	+5,092	New	+$582K	0.25%	95
2026 Q1	–	Sell	-5,463	Closed	-$583K	–	169
2025 Q4	$583K	Sell	5,463 -426	-7%	-$45.2K	0.28%	85
2025 Q3	$615K	Sell	5,889 -57	-1%	-$5.68K	0.35%	71
2025 Q2	$567K	Sell	5,946 -64	-1%	-$5.49K	0.35%	68
2025 Q1	$483K	Sell	6,010 -35	-0.6%	-$3.06K	0.31%	81
2024 Q4	$531K	Buy	6,045 +3,143	+108%	+$272K	0.33%	76
2024 Q3	$241K	Buy	+2,902	New	+$232K	0.14%	148

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 22.9% 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

Worth Financial Advisory Group's SPYG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 5,092 shares worth $606K. The stake represents 0.25% of the portfolio and ranks #95 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SPYG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $615K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Worth Financial Advisory Group held 5,092 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $606K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Worth Financial Advisory Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Worth Financial Advisory Group's portfolio in Q2 2026, its #95 holding.
Worth Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Worth Financial Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $615K in Q3 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.