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

Axxcess 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 		$12.1M Buy
101,975
+10,769
+12% +$1.23M 0.19% 111
2026
Q1 		$8.93M Sell
91,206
-13,634
-13% -$1.42M 0.29% 81
2025
Q4 		$11.2M Buy
104,840
+50,093
+91% +$5.31M 0.19% 103
2025
Q3 		$5.72M Buy
54,747
+31,756
+138% +$3.16M 0.12% 146
2025
Q2 		$2.19M Buy
22,991
+9,266
+68% +$794K 0.05% 272
2025
Q1 		$1.1M Sell
13,725
-33,572
-71% -$2.93M 0.03% 369
2024
Q4 		$4.16M Buy
47,297
+42,094
+809% +$3.64M 0.1% 155
2024
Q3 		$432K Sell
5,203
-37,370
-88% -$2.99M 0.01% 583
2024
Q2 		$3.41M Buy
+42,573
New +$3.18M 0.09% 179
2023
Q3 		– Sell
-23,395
Closed -$1.43M – 839
2023
Q2 		$1.43M Hold
23,395
– – 0.1% 178
2023
Q1 		$1.3M Sell
23,395
-5,302
-18% -$281K 0.1% 193
2022
Q4 		$1.45M Buy
28,697
+22,022
+330% +$1.15M 0.12% 168
2022
Q3 		$334K Buy
+6,675
New +$376K 0.03% 382
2022
Q2 		– Sell
-10,720
Closed -$709K – 656
2022
Q1 		$709K Buy
10,720
+1,695
+19% +$110K 0.06% 288
2021
Q4 		$654K Buy
+9,025
New +$630K 0.05% 302

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

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

Axxcess Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $1.23M and bringing the position to 101,975 shares worth $12.1M. The position accounts for 0.19% of the portfolio, ranked #111.

Axxcess Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 15 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Axxcess Wealth Management held 101,975 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.1M as of Q2 2026.
  • Axxcess Wealth Management bought 10,769 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.23M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.