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

49 Wealth Management’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	–	Sell	-5,327	Closed	-$522K	–	280
2026 Q1	$522K	Sell	5,327 -55	-1%	-$5.73K	0.04%	112
2025 Q4	$574K	Sell	5,382 -11,872	-69%	-$1.26M	0.05%	97
2025 Q3	$1.8M	Sell	17,254 -2,348	-12%	-$234K	0.17%	40
2025 Q2	$1.87M	Buy	19,602 +3,128	+19%	+$268K	0.2%	37
2025 Q1	$1.32M	Buy	16,474 +1,296	+9%	+$113K	0.16%	52
2024 Q4	$1.33M	Buy	15,178 +9,885	+187%	+$854K	0.19%	45
2024 Q3	$439K	Buy	+5,293	New	+$423K	0.07%	90

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

49 Wealth Management's SPYG Position: Q2 2026 in Review

49 Wealth Management sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026, closing a stake of 5,327 shares — an estimated $522K sold.

49 Wealth Management first reported a position in SPYG in Q3 2024 and held it in 7 quarters. The position peaked at $1.87M in Q2 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

49 Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 5,327 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $522K.
49 Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and held it in 7 quarters.
49 Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.87M in Q2 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.