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

Barnes Wealth Management 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	$1.9M	Buy	15,949 +335	+2%	+$38.3K	0.88%	27
2026 Q1	$1.53M	Buy	15,614 +45	+0.3%	+$4.69K	0.78%	33
2025 Q4	$1.66M	Sell	15,569 -348	-2%	-$36.9K	0.89%	30
2025 Q3	$1.66M	Buy	15,917 +70	+0.4%	+$6.97K	0.92%	32
2025 Q2	$1.51M	Buy	15,847 +1,177	+8%	+$101K	0.89%	34
2025 Q1	$1.18M	Sell	14,670 -358	-2%	-$31.3K	0.76%	41
2024 Q4	$1.32M	Buy	+15,028	New	+$1.3M	0.89%	32

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

Barnes Wealth Management Group's SPYG Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q2 2026, buying an estimated $38.3K and bringing the position to 15,949 shares worth $1.9M. The position accounts for 0.88% of the portfolio, ranked #27.

Barnes Wealth Management Group first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Barnes Wealth Management Group held 15,949 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.9M as of Q2 2026.
Barnes Wealth Management Group bought 335 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $38.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.88% of Barnes Wealth Management Group's portfolio in Q2 2026, its #27 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.