AW
SPYG icon

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

Avion Wealth’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 		$161K Sell
1,356
-110
-8% -$12.6K 0.03% 135
2026
Q1 		$143K Sell
1,466
-166
-10% -$17.3K 0.03% 123
2025
Q4 		$174K Sell
1,632
-55
-3% -$5.83K 0.04% 114
2025
Q3 		$176K Sell
1,687
-272
-14% -$27.1K 0.04% 109
2025
Q2 		$186K Buy
1,959
+92
+5% +$7.89K 0.04% 97
2025
Q1 		$164K Hold
1,867
– – 0.04% 96
2024
Q4 		$164K Sell
1,867
-45
-2% -$3.89K 0.04% 96
2024
Q3 		$158K Sell
1,912
-128
-6% -$10.2K 0.04% 88
2024
Q2 		$163K Sell
2,040
-69
-3% -$5.15K 0.05% 82
2024
Q1 		$155K Sell
2,109
-353
-14% -$24.6K 0.04% 83
2023
Q4 		$160K Sell
2,462
-90
-4% -$5.55K 0.04% 81
2023
Q3 		$151K Sell
2,552
-181
-7% -$11.1K 0.04% 79
2023
Q2 		$166K Hold
2,733
– – 0.04% 81
2023
Q1 		$138K Hold
2,733
– – 0.04% 85
2022
Q4 		$136K Hold
2,733
– – 0.04% 84
2022
Q3 		$137K Hold
2,733
– – 0.04% 83
2022
Q2 		$143K Buy
+2,733
New +$157K 0.04% 72

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avion Wealth's SPYG Position: Q2 2026 in Review

Avion Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.5% in Q2 2026, selling an estimated $12.6K and leaving 1,356 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #135.

Avion Wealth first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $186K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Avion Wealth held 1,356 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $161K as of Q2 2026.
  • Avion Wealth sold 110 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $12.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Avion Wealth's portfolio in Q2 2026, its #135 holding.
  • Avion Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Avion Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $186K in Q2 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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.