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Beacon Investment Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Beacon Investment Advisory Services’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 		$20K Hold
168
– – ﹤0.01% 549
2026
Q1 		$16.4K Buy
+168
New +$17.5K ﹤0.01% 576

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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Beacon Investment Advisory Services's SPYG Position: Q2 2026 in Review

Beacon Investment Advisory Services held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 168 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Beacon Investment Advisory Services first reported a position in SPYG in Q1 2026 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Beacon Investment Advisory Services held 168 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20K as of Q2 2026.
  • Beacon Investment Advisory Services left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #549 holding.
  • Beacon Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.