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

Avior 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	$8.72M	Sell	73,278 -2,569	-3%	-$294K	0.23%	89
2026 Q1	$7.43M	Buy	75,847 +9,354	+14%	+$974K	0.21%	100
2025 Q4	$7.09M	Sell	66,493 -3,564	-5%	-$378K	0.22%	87
2025 Q3	$7.32M	Sell	70,057 -5,683	-8%	-$566K	0.24%	79
2025 Q2	$7.22M	Sell	75,740 -1,332	-2%	-$114K	0.25%	74
2025 Q1	$6.19M	Sell	77,072 -2,734	-3%	-$239K	0.24%	77
2024 Q4	$7.02M	Sell	79,806 -11,169	-12%	-$965K	0.26%	74
2024 Q3	$7.55M	Sell	90,975 -217	-0.2%	-$17.3K	0.3%	65
2024 Q2	$7.31M	Buy	91,192 +40,688	+81%	+$3.04M	0.31%	63
2024 Q1	$3.69M	Buy	50,504 +68	+0.1%	+$4.73K	0.17%	109
2023 Q4	$3.28M	Buy	50,436 +409	+0.8%	+$25.2K	0.2%	95
2023 Q3	$2.97M	Sell	50,027 -3,943	-7%	-$242K	0.2%	96
2023 Q2	$3.29M	Sell	53,970 -2,097	-4%	-$120K	0.21%	89
2023 Q1	$3.1M	Sell	56,067 -3,583	-6%	-$190K	0.21%	95
2022 Q4	$3.02M	Buy	59,650 +9,265	+18%	+$482K	0.23%	89
2022 Q3	$2.52M	Buy	50,385 +6,504	+15%	+$366K	0.21%	93
2022 Q2	$2.29M	Sell	43,881 -1,275	-3%	-$73.1K	0.23%	90
2022 Q1	$2.99M	Sell	45,156 -7,304	-14%	-$475K	0.26%	85
2021 Q4	$3.8M	Sell	52,460 -4,529	-8%	-$316K	0.31%	68
2021 Q3	$3.65M	Sell	56,989 -7,528	-12%	-$497K	0.3%	66
2021 Q2	$4.06M	Sell	64,517 -13,597	-17%	-$816K	0.41%	55
2021 Q1	$4.41M	Sell	78,114 -24,083	-24%	-$1.35M	0.47%	46
2020 Q4	$5.65M	Sell	102,197 -16,628	-14%	-$874K	0.7%	31
2020 Q3	$5.95M	Buy	118,825 +2,958	+3%	+$145K	0.85%	28
2020 Q2	$5.2M	Buy	115,867 +46,648	+67%	+$1.94M	0.81%	29
2020 Q1	$2.47M	Sell	69,219 -11,200	-14%	-$459K	0.49%	51
2019 Q4	$3.37M	Buy	80,419 +12,335	+18%	+$494K	0.54%	43
2019 Q3	$2.65M	Buy	68,084 +17,720	+35%	+$692K	0.46%	56
2019 Q2	$1.95M	Buy	50,364 +9,171	+22%	+$348K	0.35%	79
2019 Q1	$1.53M	Buy	41,193 +10,195	+33%	+$360K	0.32%	80
2018 Q4	$1.01M	Buy	30,998 +7,025	+29%	+$246K	0.24%	95
2018 Q3	$917K	Buy	23,973 +4,297	+22%	+$160K	0.2%	109
2018 Q2	$691K	Buy	+19,676	New	+$683K	0.16%	130

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Avior Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.4% in Q2 2026, selling an estimated $294K and leaving 73,278 shares worth $8.72M. The position accounts for 0.23% of the portfolio, ranked #89.

Avior Wealth Management first reported a position in SPYG in Q2 2018 and has held it in 33 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Avior Wealth Management held 73,278 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.72M as of Q2 2026.
Avior Wealth Management sold 2,569 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $294K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.23% of Avior Wealth Management's portfolio in Q2 2026, its #89 holding.
Avior Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.