PSI
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Planning Strategies Inc.’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Planning Strategies Inc.’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 		$833 Buy
+7
New +$800 ﹤0.01% 778

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Planning Strategies Inc.'s SPYG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 7 shares worth $833. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

638 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $833 as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #778 holding.
  • 638 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.