AWM
SPYG icon

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

Accurate 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 		$404K Sell
3,371
-1,487
-31% -$170K 0.04% 395
2026
Q1 		$506K Sell
4,858
-344
-7% -$35.8K 0.06% 314
2025
Q4 		$559K Sell
5,202
-496
-9% -$52.6K 0.07% 281
2025
Q3 		$593K Sell
5,698
-1,457
-20% -$145K 0.08% 262
2025
Q2 		$687K Buy
7,155
+1,740
+32% +$149K 0.11% 210
2025
Q1 		$418K Sell
5,415
-719
-12% -$62.8K 0.08% 225
2024
Q4 		$542K Buy
6,134
+607
+11% +$52.4K 0.1% 190
2024
Q3 		$466K Buy
5,527
+716
+15% +$57.2K 0.09% 207
2024
Q2 		$399K Sell
4,811
-2,060
-30% -$154K 0.1% 192
2024
Q1 		$472K Buy
6,871
+479
+7% +$33.3K 0.14% 150
2023
Q4 		$418K Buy
6,392
+776
+14% +$47.9K 0.13% 159
2023
Q3 		$341K Buy
5,616
+1,613
+40% +$98.8K 0.11% 176
2023
Q2 		$246K Buy
+4,003
New +$229K 0.08% 227
2023
Q1 		– Sell
-1,378
Closed -$70.3K – 1271
2022
Q4 		$70.3K Buy
+1,378
New +$71.7K 0.03% 378

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Accurate Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 31% in Q2 2026, selling an estimated $170K and leaving 3,371 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #395.

Accurate Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q2 2025. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Accurate Wealth Management held 3,371 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $404K as of Q2 2026.
  • Accurate Wealth Management sold 1,487 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $170K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Accurate Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $687K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.