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

Boulder Wealth Advisors’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	$4.15M	Buy	34,844 +1,505	+5%	+$172K	1.51%	13
2026 Q1	$3.26M	Sell	33,339 -10,877	-25%	-$1.13M	1.3%	15
2025 Q4	$4.72M	Buy	44,216 +2,437	+6%	+$258K	1.99%	11
2025 Q3	$4.37M	Buy	+41,779	New	+$4.16M	2.03%	10
2025 Q1	$3.34M	Buy	41,549 +1,221	+3%	+$107K	1.94%	10
2024 Q4	$3.54M	Buy	40,328 +2,376	+6%	+$205K	1.83%	11
2024 Q3	$3.15M	Buy	37,952 +2,731	+8%	+$218K	1.71%	11
2024 Q2	$2.82M	Buy	35,221 +2,336	+7%	+$174K	1.65%	9
2024 Q1	$2.41M	Buy	+32,885	New	+$2.29M	1.49%	9
2022 Q4	$10.9M	Buy	+215,018	New	+$11.2M	9.75%	5

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boulder Wealth Advisors's SPYG Position: Q2 2026 in Review

Boulder Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.5% in Q2 2026, buying an estimated $172K and bringing the position to 34,844 shares worth $4.15M. The position accounts for 1.51% of the portfolio, ranked #13.

Boulder Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2022. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Boulder Wealth Advisors held 34,844 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.15M as of Q2 2026.
Boulder Wealth Advisors bought 1,505 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $172K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.51% of Boulder Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Boulder Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Boulder Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.9M in Q4 2022.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.