Advus Financial Partners, LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Advus Financial Partners, 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	$1.34M	Buy	11,277 +119	+1%	+$13.6K	0.3%	68
2026 Q1	$1.09M	Hold	11,158	–	–	0.27%	68
2025 Q4	$1.19M	Buy	11,158 +28	+0.3%	+$2.97K	0.29%	65
2025 Q3	$1.16M	Hold	11,130	–	–	0.28%	61
2025 Q2	$1.06M	Sell	11,130 -1,343	-11%	-$115K	0.27%	62
2025 Q1	$1M	Sell	12,473 -11	-0.1%	-$960	0.28%	56
2024 Q4	$1.1M	Sell	12,484 -29	-0.2%	-$2.51K	0.31%	54
2024 Q3	$1.04M	Sell	12,513 -146	-1%	-$11.7K	0.3%	54
2024 Q2	$1.01M	Hold	12,659	–	–	0.31%	50
2024 Q1	$926K	Sell	12,659 -187	-1%	-$13K	0.29%	53
2023 Q4	$836K	Sell	12,846 -116	-0.9%	-$7.15K	0.29%	54
2023 Q3	$768K	Buy	12,962 +2,102	+19%	+$129K	0.3%	54
2023 Q2	$663K	Hold	10,860	–	–	0.26%	60
2023 Q1	$601K	Hold	10,860	–	–	0.25%	59
2022 Q4	$550K	Hold	10,860	–	–	0.24%	64
2022 Q3	$544K	Hold	10,860	–	–	0.29%	56
2022 Q2	$568K	Hold	10,860	–	–	0.3%	49
2022 Q1	$719K	Buy	+10,860	New	+$707K	0.37%	43
2021 Q3	$787K	Buy	+10,860	New	+$717K	0.43%	31

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

Advus Financial Partners, LLC's SPYG Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 11,277 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #68.

Advus Financial Partners, LLC first reported a position in SPYG in Q3 2021 and has held it in 19 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Advus Financial Partners, LLC held 11,277 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.34M as of Q2 2026.
Advus Financial Partners, LLC bought 119 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.3% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #68 holding.
Advus Financial Partners, LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 19 quarters since.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.