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

AdviceOne Advisory Services’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	$223K	Buy	+1,872	New	+$214K	0.13%	42

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

AdviceOne Advisory Services's SPYG Position: Q2 2026 in Review

AdviceOne Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,872 shares worth $223K. The stake represents 0.13% of the portfolio and ranks #42 among its holdings.

488 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

AdviceOne Advisory Services held 1,872 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $223K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new AdviceOne Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of AdviceOne Advisory Services's portfolio in Q2 2026, its #42 holding.
488 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.