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

BIP Wealth’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
261,498
+20,006
+8% +$2.29M 0.88% 24
2026
Q1 		$23.6M Buy
241,492
+17,473
+8% +$1.82M 0.96% 20
2025
Q4 		$23.9M Buy
224,019
+44,345
+25% +$4.7M 0.84% 23
2025
Q3 		$18.8M Buy
179,674
+27,911
+18% +$2.78M 0.93% 25
2025
Q2 		$14.5M Buy
151,763
+34,058
+29% +$2.92M 0.89% 18
2025
Q1 		$9.46M Buy
117,705
+74,533
+173% +$6.51M 0.62% 26
2024
Q4 		$3.79M Buy
43,172
+11,284
+35% +$975K 0.25% 46
2024
Q3 		$2.64M Buy
31,888
+1,783
+6% +$143K 0.18% 57
2024
Q2 		$2.41M Sell
30,105
-581
-2% -$43.4K 0.2% 52
2024
Q1 		$2.24M Buy
30,686
+2,313
+8% +$161K 0.16% 57
2023
Q4 		$1.85M Buy
28,373
+1,349
+5% +$83.2K 0.15% 59
2023
Q3 		$1.6M Sell
27,024
-1,285
-5% -$78.7K 0.15% 60
2023
Q2 		$1.73M Sell
28,309
-2,310
-8% -$132K 0.14% 61
2023
Q1 		$1.7M Buy
+30,619
New +$1.62M 0.19% 62

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BIP Wealth's SPYG Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.3% in Q2 2026, buying an estimated $2.29M and bringing the position to 261,498 shares worth $31.1M. The position accounts for 0.88% of the portfolio, ranked #24.

BIP Wealth first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • BIP Wealth held 261,498 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $31.1M as of Q2 2026.
  • BIP Wealth bought 20,006 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.29M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.88% of BIP Wealth's portfolio in Q2 2026, its #24 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.