BRWA
SPYG icon

B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

B. Riley Wealth Advisors’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 		$2.75M Buy
23,458
+20,131
+605% +$2.3M 0.15% 145
2026
Q1 		$313K Sell
3,327
-24,087
-88% -$2.51M 0.02% 572
2025
Q4 		$2.93M Sell
27,414
-1,575
-5% -$167K 0.14% 157
2025
Q3 		$3.03M Buy
28,989
+3,409
+13% +$340K 0.14% 147
2025
Q2 		$2.44M Buy
+25,580
New +$2.19M 0.11% 178
2024
Q4 		$11.5M Buy
130,302
+94,276
+262% +$8.15M 0.38% 51
2024
Q3 		$2.97M Sell
36,026
-77,151
-68% -$6.17M 0.08% 235
2024
Q2 		$9.07M Sell
113,177
-21,481
-16% -$1.6M 0.23% 89
2024
Q1 		$7.98M Buy
134,658
+78,111
+138% +$5.44M 0.22% 99
2023
Q4 		$3.68M Sell
56,547
-78,111
-58% -$4.82M 0.1% 218
2023
Q3 		$7.98M Buy
134,658
+119,687
+799% +$7.33M 0.22% 99
2023
Q2 		$913K Buy
14,971
+2,284
+18% +$131K 0.02% 597
2023
Q1 		$702K Buy
12,687
+3,456
+37% +$183K 0.02% 678
2022
Q4 		$468K Buy
9,231
+1,203
+15% +$62.6K 0.01% 816
2022
Q3 		$403K Buy
8,028
+527
+7% +$29.7K 0.01% 858
2022
Q2 		$393K Buy
7,501
+1,504
+25% +$86.2K 0.02% 755
2022
Q1 		$398K Sell
5,997
-148,612
-96% -$9.67M 0.01% 878
2021
Q4 		$11.2M Buy
154,609
+35,959
+30% +$2.51M 0.32% 61
2021
Q3 		$7.6M Sell
118,650
-11,815
-9% -$780K 0.24% 88
2021
Q2 		$8.22M Buy
+130,465
New +$7.83M 0.27% 77
2020
Q4 		– Sell
-128,452
Closed -$6.44M – 1090
2020
Q3 		$6.44M Buy
128,452
+7,703
+6% +$378K 0.34% 70
2020
Q2 		$5.42M Sell
120,749
-34,162
-22% -$1.42M 0.36% 70
2020
Q1 		$5.54M Buy
+154,911
New +$6.34M 0.47% 46
2019
Q3 		– Sell
-133,572
Closed -$5.17M – 852
2019
Q2 		$5.17M Buy
133,572
+65,048
+95% +$2.47M 0.57% 36
2019
Q1 		$2.55M Buy
+68,524
New +$2.42M 0.32% 69
2018
Q4 		– Sell
-53,993
Closed -$2.07M – 732
2018
Q3 		$2.07M Buy
53,993
+37,012
+218% +$1.37M 0.25% 89
2018
Q2 		$598K Buy
+16,981
New +$589K 0.08% 276
2015
Q1 		– Sell
-400
Closed -$10 – 1788
2014
Q4 		$10 Buy
+400
New +$9.46K ﹤0.01% 2885
2014
Q3 		– Sell
-1,200
Closed -$27.3K – 1719
2014
Q2 		$27.3K Buy
+1,200
New +$26.3K 0.01% 1326

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

B. Riley Wealth Advisors's SPYG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 605% in Q2 2026, buying an estimated $2.3M and bringing the position to 23,458 shares worth $2.75M. The position accounts for 0.15% of the portfolio, ranked #145.

B. Riley Wealth Advisors first reported a position in SPYG in Q2 2014 and has held it in 29 quarters since. The position peaked at $11.5M in Q4 2024. 541 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • B. Riley Wealth Advisors held 23,458 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.75M as of Q2 2026.
  • B. Riley Wealth Advisors bought 20,131 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.3M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2014 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.5M in Q4 2024.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.