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

Balanced Wealth Group’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	$31.1M	Buy	261,997 +1,709	+0.7%	+$195K	9.82%	3
2026 Q1	$25.4M	Buy	260,288 +4,229	+2%	+$440K	9.09%	3
2025 Q4	$26.8M	Buy	256,059 +7,984	+3%	+$846K	9.8%	3
2025 Q3	$23.3M	Sell	248,075 -3,575	-1%	-$356K	10.24%	3
2025 Q2	$24.7M	Buy	251,650 +10,032	+4%	+$860K	10.73%	3
2025 Q1	$19.3M	Sell	241,618 -32,857	-12%	-$2.87M	9.35%	3
2024 Q4	$21.5M	Sell	274,475 -13,831	-5%	-$1.2M	9.66%	3
2024 Q3	$20.9M	Sell	288,306 -984,519	-77%	-$78.7M	9.26%	3
2024 Q2	$20.8M	Sell	1,272,825 -4,734	-0.4%	-$354K	9.46%	3
2024 Q1	$19.3M	Buy	1,277,559 +1,165,022	+1,035%	+$81.1M	8.61%	3
2023 Q4	$7.32M	Buy	+112,537	New	+$6.94M	3.81%	7

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

Balanced Wealth Group's SPYG Position: Q2 2026 in Review

Balanced Wealth Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.66% in Q2 2026, buying an estimated $195K and bringing the position to 261,997 shares worth $31.1M. The position accounts for 9.82% of the portfolio, ranked #3.

Balanced Wealth Group first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Balanced Wealth Group held 261,997 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $31.1M as of Q2 2026.
Balanced Wealth Group bought 1,709 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $195K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.82% of Balanced Wealth Group's portfolio in Q2 2026, its #3 holding.
Balanced Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 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 Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.