BWM
SPYG icon

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

BCS 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 		$14M Sell
117,665
-947
-0.8% -$108K 2.52% 6
2026
Q1 		$11.6M Sell
118,612
-101,951
-46% -$10.6M 2.37% 7
2025
Q4 		$23.5M Buy
220,563
+111,925
+103% +$11.9M 2.38% 6
2025
Q3 		$11.4M Buy
108,638
+1,383
+1% +$138K 2.56% 4
2025
Q2 		$10.2M Buy
107,255
+1,181
+1% +$101K 2.2% 7
2025
Q1 		$8.53M Sell
106,074
-1,370
-1% -$120K 2.19% 9
2024
Q4 		$9.44M Buy
107,444
+12,651
+13% +$1.09M 2.35% 5
2024
Q3 		$7.86M Buy
94,793
+6,549
+7% +$523K 3.34% 5
2024
Q2 		$7.07M Buy
88,244
+7,613
+9% +$569K 3.44% 5
2024
Q1 		$5.9M Sell
80,631
-3,173
-4% -$221K 1.89% 11
2023
Q4 		$5.45M Buy
83,804
+6,990
+9% +$431K 2.01% 11
2023
Q3 		$4.55M Buy
76,814
+3,590
+5% +$220K 1.9% 12
2023
Q2 		$4.47M Buy
73,224
+1,747
+2% +$100K 3.26% 6
2023
Q1 		$3.96M Buy
71,477
+12,011
+20% +$636K 1.79% 14
2022
Q4 		$3.01M Buy
59,466
+30,330
+104% +$1.58M 1.26% 20
2022
Q3 		$1.46M Buy
29,136
+10,099
+53% +$568K 0.69% 35
2022
Q2 		$995K Buy
19,037
+7,748
+69% +$444K 0.44% 54
2022
Q1 		$747K Buy
+11,289
New +$735K 0.31% 77

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

BCS Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.8% in Q2 2026, selling an estimated $108K and leaving 117,665 shares worth $14M. The position accounts for 2.52% of the portfolio, ranked #6.

BCS Wealth Management first reported a position in SPYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $23.5M in Q4 2025. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • BCS Wealth Management held 117,665 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14M as of Q2 2026.
  • BCS Wealth Management sold 947 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $108K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.52% of BCS Wealth Management's portfolio in Q2 2026, its #6 holding.
  • BCS Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • BCS Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $23.5M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.