AWM
SPYG icon

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

Abound 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 		$245K Sell
2,062
-33
-2% -$3.77K 0.05% 87
2026
Q1 		$205K Buy
2,095
+39
+2% +$4.06K 0.05% 90
2025
Q4 		$219K Buy
2,056
+1,966
+2,184% +$208K 0.05% 82
2025
Q3 		$9.38K Hold
90
– – ﹤0.01% 504
2025
Q2 		$8.54K Buy
90
+23
+34% +$1.97K ﹤0.01% 475
2025
Q1 		$5.35K Buy
67
+1
+2% +$87 ﹤0.01% 519
2024
Q4 		$5.84K Sell
66
-101
-60% -$8.73K ﹤0.01% 492
2024
Q3 		$13.8K Buy
167
+1
+0.6% +$80 ﹤0.01% 361
2024
Q2 		$13.3K Hold
166
– – ﹤0.01% 323
2024
Q1 		$12.2K Sell
166
-727
-81% -$50.6K ﹤0.01% 334
2023
Q4 		$58.1K Buy
893
+727
+438% +$44.8K 0.02% 133
2023
Q3 		$9.82K Buy
166
+1
+0.6% +$61 ﹤0.01% 328
2023
Q2 		$10.1K Hold
165
– – ﹤0.01% 329
2023
Q1 		$9.12K Buy
165
+1
+0.6% +$53 ﹤0.01% 297
2022
Q4 		$8.32K Buy
164
+65
+66% +$3.38K ﹤0.01% 285
2022
Q3 		$4.96K Buy
+99
New +$5.57K ﹤0.01% 371

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Abound Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q2 2026, selling an estimated $3.77K and leaving 2,062 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #87.

Abound Wealth Management first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Abound Wealth Management held 2,062 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $245K as of Q2 2026.
  • Abound Wealth Management sold 33 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.77K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Abound Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Abound Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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