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

Baker Tilly 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 		$13.4M Buy
112,772
+66,461
+144% +$7.6M 2.85% 4
2026
Q1 		$4.53M Buy
46,311
+18,695
+68% +$1.95M 1.1% 25
2025
Q4 		$2.95M Buy
27,616
+5,366
+24% +$569K 0.73% 33
2025
Q3 		$2.33M Sell
22,250
-1,606
-7% -$160K 0.53% 43
2025
Q2 		$2.27M Sell
23,856
-6,810
-22% -$584K 0.81% 24
2025
Q1 		$2.46M Buy
30,666
+2,677
+10% +$234K 0.97% 20
2024
Q4 		$2.46M Buy
27,989
+1,693
+6% +$146K 0.96% 22
2024
Q3 		$2.18M Sell
26,296
-6,409
-20% -$512K 0.97% 20
2024
Q2 		$2.62M Sell
32,705
-19,866
-38% -$1.48M 1.07% 14
2024
Q1 		$3.85M Sell
52,571
-218,784
-81% -$15.2M 0.7% 22
2023
Q4 		$17.7M Sell
271,355
-9,713
-3% -$599K 2.9% 4
2023
Q3 		$16.7M Buy
281,068
+7,579
+3% +$464K 2.75% 4
2023
Q2 		$16.7M Sell
273,489
-6,344
-2% -$363K 1.75% 7
2023
Q1 		$15.5M Sell
279,833
-63
-0% -$3.34K 1.74% 8
2022
Q4 		$14.2M Sell
279,896
-194,043
-41% -$10.1M 1.75% 6
2022
Q3 		$23.7M Buy
473,939
+188,066
+66% +$10.6M 3.24% 3
2022
Q2 		$14.9M Sell
285,873
-9,549
-3% -$548K 1.96% 6
2022
Q1 		$19.6M Sell
295,422
-49,456
-14% -$3.22M 2.16% 6
2021
Q4 		$25M Buy
344,878
+88,394
+34% +$6.17M 2.68% 5
2021
Q3 		$16.4M Buy
256,484
+9,081
+4% +$600K 2.17% 6
2021
Q2 		$15.6M Buy
247,403
+7,160
+3% +$429K 2.51% 4
2021
Q1 		$13.6M Buy
240,243
+23,302
+11% +$1.31M 2.78% 3
2020
Q4 		$12M Buy
+216,941
New +$11.4M 3.7% 3

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

Baker Tilly Wealth Management's SPYG Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 144% in Q2 2026, buying an estimated $7.6M and bringing the position to 112,772 shares worth $13.4M. The position accounts for 2.85% of the portfolio, ranked #4.

Baker Tilly Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $25M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Baker Tilly Wealth Management held 112,772 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $13.4M as of Q2 2026.
  • Baker Tilly Wealth Management bought 66,461 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $7.6M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.85% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25M in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.