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

Able 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	$18.2M	Buy	152,934 +21,555	+16%	+$2.46M	4.18%	4
2026 Q1	$12.9M	Buy	131,379 +32,494	+33%	+$3.38M	3.44%	7
2025 Q4	$10.6M	Buy	98,885 +20,834	+27%	+$2.21M	3.34%	8
2025 Q3	$8.16M	Buy	78,051 +23,022	+42%	+$2.29M	3.07%	10
2025 Q2	$5.25M	Buy	55,029 +51,967	+1,697%	+$4.45M	2.65%	14
2025 Q1	$246K	Sell	3,062 -111	-3%	-$9.69K	0.15%	88
2024 Q4	$279K	Sell	3,173 -3	-0.1%	-$259	0.18%	77
2024 Q3	$263K	Sell	3,176 -856	-21%	-$68.4K	0.2%	76
2024 Q2	$323K	Buy	4,032 +263	+7%	+$19.6K	0.27%	59
2024 Q1	$276K	Sell	3,769 -121	-3%	-$8.42K	0.24%	67
2023 Q4	$253K	Buy	+3,890	New	+$240K	0.23%	67

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

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

Able Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q2 2026, buying an estimated $2.46M and bringing the position to 152,934 shares worth $18.2M. The position accounts for 4.18% of the portfolio, ranked #4.

Able Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Able Wealth Management held 152,934 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.2M as of Q2 2026.
Able Wealth Management bought 21,555 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.46M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.18% of Able Wealth Management's portfolio in Q2 2026, its #4 holding.
Able Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.