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SPYG icon

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

Birchbrook’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 		$21.1K Hold
177
– – 0.01% 168
2026
Q1 		$17.3K Buy
177
+167
+1,670% +$17.4K 0.01% 170
2025
Q4 		$1.07K Buy
+10
New +$1.06K ﹤0.01% 271
2024
Q1 		– Sell
-212
Closed -$13.8K – 307
2023
Q4 		$13.8K Buy
+212
New +$13.1K 0.01% 187

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

Birchbrook's SPYG Position: Q2 2026 in Review

Birchbrook held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 177 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #168.

Birchbrook first reported a position in SPYG in Q4 2023 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Birchbrook held 177 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.1K as of Q2 2026.
  • Birchbrook 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 Birchbrook's portfolio in Q2 2026, its #168 holding.
  • Birchbrook first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.