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

Zinnia Wealth Advisory’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	$322K	Sell	2,705 -28	-1%	-$3.2K	0.33%	68
2026 Q1	$268K	Sell	2,733 -310	-10%	-$32.3K	0.3%	74
2025 Q4	$325K	Buy	+3,043	New	+$323K	0.35%	65

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

Zinnia Wealth Advisory's SPYG Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1% in Q2 2026, selling an estimated $3.2K and leaving 2,705 shares worth $322K. The position accounts for 0.33% of the portfolio, ranked #68.

Zinnia Wealth Advisory first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Zinnia Wealth Advisory held 2,705 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $322K as of Q2 2026.
Zinnia Wealth Advisory sold 28 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.33% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #68 holding.
Zinnia Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $325K in Q4 2025.
1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.