Arete Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.46M | Sell |
71,073
-398
| -0.6% | -$45.5K | 0.56% | 47 |
|
|
2026
Q1 | $6.99M | Sell |
71,471
-11,634
| -14% | -$1.21M | 0.52% | 45 |
|
|
2025
Q4 | $8.87M | Sell |
83,105
-63,754
| -43% | -$6.76M | 0.61% | 42 |
|
|
2025
Q3 | $15.4M | Sell |
146,859
-8,293
| -5% | -$826K | 0.96% | 19 |
|
|
2025
Q2 | $14.8M | Buy |
155,152
+2,835
| +2% | +$243K | 1.05% | 20 |
|
|
2025
Q1 | $12.2M | Buy |
152,317
+10,742
| +8% | +$938K | 0.94% | 21 |
|
|
2024
Q4 | $12.5M | Buy |
141,575
+46,357
| +49% | +$4.01M | 0.9% | 19 |
|
|
2024
Q3 | $7.84M | Sell |
95,218
-3,873
| -4% | -$310K | 0.67% | 28 |
|
|
2024
Q2 | $7.97M | Buy |
99,091
+31,233
| +46% | +$2.33M | 0.65% | 27 |
|
|
2024
Q1 | $4.96M | Buy |
67,858
+20,584
| +44% | +$1.43M | 0.46% | 53 |
|
|
2023
Q4 | $3.08M | Buy |
47,274
+32,630
| +223% | +$2.01M | 0.23% | 88 |
|
|
2023
Q3 | $868K | Sell |
14,644
-48,966
| -77% | -$3M | 0.15% | 150 |
|
|
2023
Q2 | $3.88M | Sell |
63,610
-125
| -0.2% | -$7.16K | 0.34% | 67 |
|
|
2023
Q1 | $3.53M | Buy |
63,735
+1,122
| +2% | +$59.4K | 0.29% | 76 |
|
|
2022
Q4 | $3.17M | Sell |
62,613
-2,636
| -4% | -$137K | 0.28% | 78 |
|
|
2022
Q3 | $3.27M | Buy |
65,249
+25,019
| +62% | +$1.41M | 0.32% | 68 |
|
|
2022
Q2 | $2.11M | Sell |
40,230
-10,577
| -21% | -$606K | 0.21% | 89 |
|
|
2022
Q1 | $3.36M | Buy |
50,807
+27,827
| +121% | +$1.81M | 0.28% | 79 |
|
|
2021
Q4 | $1.68M | Buy |
22,980
+535
| +2% | +$37.3K | 0.14% | 136 |
|
|
2021
Q3 | $1.44M | Sell |
22,445
-528
| -2% | -$34.9K | 0.16% | 127 |
|
|
2021
Q2 | $1.23M | Sell |
22,973
-501
| -2% | -$30.1K | 0.17% | 114 |
|
|
2021
Q1 | $1.32M | Sell |
23,474
-43,055
| -65% | -$2.41M | 0.17% | 130 |
|
|
2020
Q4 | $3.67M | Sell |
66,529
-815
| -1% | -$42.8K | 0.52% | 45 |
|
|
2020
Q3 | $3.35M | Sell |
67,344
-4,075
| -6% | -$200K | 0.51% | 46 |
|
|
2020
Q2 | $3.21M | Buy |
71,419
+10,848
| +18% | +$451K | 0.56% | 39 |
|
|
2020
Q1 | $2.16M | Buy |
60,571
+3,432
| +6% | +$141K | 0.43% | 51 |
|
|
2019
Q4 | $2.4M | Buy |
57,139
+27,299
| +91% | +$1.09M | 0.42% | 60 |
|
|
2019
Q3 | $1.16M | Buy |
29,840
+4,305
| +17% | +$168K | 0.22% | 113 |
|
|
2019
Q2 | $989K | Buy |
25,535
+4,374
| +21% | +$166K | 0.19% | 136 |
|
|
2019
Q1 | $787K | Buy |
21,161
+6,115
| +41% | +$216K | 0.16% | 156 |
|
|
2018
Q4 | $489K | Buy |
15,046
+3,871
| +35% | +$135K | 0.12% | 192 |
|
|
2018
Q3 | $427K | Buy |
11,175
+28
| +0.3% | +$1.04K | 0.09% | 209 |
|
|
2018
Q2 | $392K | Sell |
11,147
-70
| -0.6% | -$2.43K | 0.09% | 226 |
|
|
2018
Q1 | $376K | Buy |
+11,217
| New | +$386K | 0.12% | 206 |
|
Other funds holding SPYG
AF
HI
Arete Wealth Advisors's SPYG Position: Q2 2026 in Review
Arete Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.56% in Q2 2026, selling an estimated $45.5K and leaving 71,073 shares worth $8.46M. The position accounts for 0.56% of the portfolio, ranked #47.
Arete Wealth Advisors first reported a position in SPYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.4M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.
- Arete Wealth Advisors held 71,073 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.46M as of Q2 2026.
- Arete Wealth Advisors sold 398 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $45.5K.
- State Street SPDR Portfolio S&P 500 Growth ETF made up 0.56% of Arete Wealth Advisors's portfolio in Q2 2026, its #47 holding.
- Arete Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Arete Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.4M in Q3 2025.
- 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.
Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.