BHWM
SPYG icon

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

Beaird Harris 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 		$6.07K Hold
51
– – ﹤0.01% 427
2026
Q1 		$4.99K Hold
51
– – ﹤0.01% 412
2025
Q4 		$5.44K Hold
51
– – ﹤0.01% 432
2025
Q3 		$5.33K Hold
51
– – ﹤0.01% 420
2025
Q2 		$4.86K Hold
51
– – ﹤0.01% 426
2025
Q1 		$4.1K Hold
51
– – ﹤0.01% 400
2024
Q4 		$4.48K Hold
51
– – ﹤0.01% 384
2024
Q3 		$4.23K Hold
51
– – ﹤0.01% 386
2024
Q2 		$4.09K Buy
+51
New +$3.81K ﹤0.01% 466
2022
Q4 		– Sell
-744
Closed -$37K – 772
2022
Q3 		$37K Hold
744
– – 0.01% 183
2022
Q2 		$39K Sell
744
-81
-10% -$4.64K 0.01% 150
2022
Q1 		$55K Hold
825
– – 0.02% 182
2021
Q4 		$60K Buy
+825
New +$57.6K 0.02% 216

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
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Beaird Harris Wealth Management's SPYG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 51 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Beaird Harris Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 13 quarters since. The position peaked at $60K in Q4 2021. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Beaird Harris Wealth Management held 51 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.07K as of Q2 2026.
  • Beaird Harris Wealth Management 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Beaird Harris Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $60K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.