AWM
SPYG icon

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

Aprio 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 		$682K Sell
5,728
-83
-1% -$9.49K 0.03% 314
2026
Q1 		$569K Sell
5,811
-365
-6% -$38K 0.03% 314
2025
Q4 		$659K Sell
6,176
-137
-2% -$14.5K 0.04% 265
2025
Q3 		$660K Buy
6,313
+163
+3% +$16.2K 0.07% 176
2025
Q2 		$586K Sell
6,150
-1,351
-18% -$116K 0.07% 167
2025
Q1 		$603K Buy
7,501
+188
+3% +$16.4K 0.08% 155
2024
Q4 		$643K Sell
7,313
-1,286
-15% -$111K 0.09% 117
2024
Q3 		$713K Sell
8,599
-1,786
-17% -$143K 0.11% 100
2024
Q2 		$832K Sell
10,385
-8,232
-44% -$615K 0.15% 83
2024
Q1 		$1.36M Buy
18,617
+914
+5% +$63.6K 0.27% 45
2023
Q4 		$1.15M Sell
17,703
-1,299
-7% -$80.1K 0.26% 48
2023
Q3 		$1.13M Buy
19,002
+939
+5% +$57.5K 0.31% 43
2023
Q2 		$1.1M Buy
+18,063
New +$1.03M 0.3% 41
2022
Q2 		– Sell
-4,168
Closed -$276K – 104
2022
Q1 		$276K Sell
4,168
-65,242
-94% -$4.25M 0.11% 78
2021
Q4 		$5.03M Buy
69,410
+18,872
+37% +$1.32M 2.1% 11
2021
Q3 		$3.23M Buy
+50,538
New +$3.34M 1.47% 16
2020
Q4 		– Sell
-32,179
Closed -$1.61M – 64
2020
Q3 		$1.61M Buy
32,179
+1,492
+5% +$73.1K 1.14% 19
2020
Q2 		$1.38M Sell
30,687
-57,311
-65% -$2.38M 1.33% 17
2020
Q1 		$3.15M Sell
87,998
-19,340
-18% -$792K 3.99% 4
2019
Q4 		$4.5M Buy
+107,338
New +$4.3M 3.32% 9

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

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

Aprio Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q2 2026, selling an estimated $9.49K and leaving 5,728 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #314.

Aprio Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.03M in Q4 2021. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Aprio Wealth Management held 5,728 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $682K as of Q2 2026.
  • Aprio Wealth Management sold 83 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $9.49K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Aprio Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • Aprio Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.03M in Q4 2021.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.