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

Bogart Wealth LLC’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 		$411K Buy
3,451
+4
+0.1% +$457 0.01% 204
2026
Q1 		$337K Buy
3,447
+447
+15% +$46.5K 0.01% 206
2025
Q4 		$320K Buy
3,000
+53
+2% +$5.62K 0.01% 205
2025
Q3 		$308K Sell
2,947
-1,244
-30% -$124K 0.01% 201
2025
Q2 		$400K Buy
4,191
+4
+0.1% +$343 0.02% 176
2025
Q1 		$337K Buy
4,187
+320
+8% +$27.9K 0.02% 183
2024
Q4 		$340K Sell
3,867
-141
-4% -$12.2K 0.02% 179
2024
Q3 		$332K Buy
4,008
+3,327
+489% +$266K 0.02% 180
2024
Q2 		$54.6K Buy
681
+1
+0.1% +$75 ﹤0.01% 392
2024
Q1 		$49.8K Buy
680
+31
+5% +$2.16K ﹤0.01% 386
2023
Q4 		$42.2K Sell
649
-103
-14% -$6.35K ﹤0.01% 401
2023
Q3 		$44.6K Buy
752
+50
+7% +$3.06K ﹤0.01% 363
2023
Q2 		$42.8K Buy
702
+4
+0.6% +$229 ﹤0.01% 356
2023
Q1 		$38.6K Buy
698
+10
+1% +$530 ﹤0.01% 354
2022
Q4 		$34.9K Sell
688
-128
-16% -$6.66K ﹤0.01% 354
2022
Q3 		$41K Buy
816
+22
+3% +$1.24K ﹤0.01% 327
2022
Q2 		$42K Buy
794
+220
+38% +$12.6K ﹤0.01% 308
2022
Q1 		$38K Buy
574
+10
+2% +$651 ﹤0.01% 306
2021
Q4 		$41K Buy
564
+1
+0.2% +$70 ﹤0.01% 281
2021
Q3 		$36K Buy
563
+6
+1% +$396 ﹤0.01% 287
2021
Q2 		$35K Buy
557
+1
+0.2% +$60 ﹤0.01% 274
2021
Q1 		$31K Buy
556
+67
+14% +$3.75K ﹤0.01% 270
2020
Q4 		$27K Hold
489
– – 0.01% 247
2020
Q3 		$24K Buy
+489
New +$24K 0.01% 247

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's SPYG Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.12% in Q2 2026, buying an estimated $457 and bringing the position to 3,451 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #204.

Bogart Wealth LLC first reported a position in SPYG in Q3 2020 and has held it in 24 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Bogart Wealth LLC held 3,451 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $411K as of Q2 2026.
  • Bogart Wealth LLC bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $457.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #204 holding.
  • Bogart Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.