BWM
SPYG icon

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

Boyd 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 		$22M Sell
184,601
-41,865
-18% -$4.79M 8.31% 3
2026
Q1 		$22.2M Buy
226,466
+85,823
+61% +$8.94M 9.38% 3
2025
Q4 		$15M Buy
140,643
+3,780
+3% +$401K 6.36% 4
2025
Q3 		$14.3M Buy
136,863
+7,761
+6% +$773K 6.16% 6
2025
Q2 		$12.3M Sell
129,102
-115,364
-47% -$9.89M 5.33% 6
2025
Q1 		$19.6M Buy
244,466
+124,971
+105% +$10.9M 9.79% 4
2024
Q4 		$10.5M Sell
119,495
-97,352
-45% -$8.41M 5.18% 8
2024
Q3 		$18M Buy
216,847
+53,285
+33% +$4.26M 9.11% 2
2024
Q2 		$13.1M Sell
163,562
-96,254
-37% -$7.19M 7.23% 4
2024
Q1 		$19M Buy
259,816
+133,113
+105% +$9.26M 10.85% 3
2023
Q4 		$8.24M Sell
126,703
-318,581
-72% -$19.6M 5.13% 8
2023
Q3 		$26.4M Buy
445,284
+320,904
+258% +$19.7M 17.73% 1
2023
Q2 		$7.59M Buy
124,380
+44,916
+57% +$2.57M 4.61% 8
2023
Q1 		$4.4M Buy
79,464
+20,486
+35% +$1.08M 3.05% 11
2022
Q4 		$2.99M Sell
58,978
-26,116
-31% -$1.36M 2.19% 11
2022
Q3 		$4.26M Buy
85,094
+24,335
+40% +$1.37M 3.41% 10
2022
Q2 		$3.18M Sell
60,759
-175,831
-74% -$10.1M 2.59% 11
2022
Q1 		$15.7M Buy
236,590
+56,958
+32% +$3.71M 11.71% 2
2021
Q4 		$13M Buy
+179,632
New +$12.5M 9.45% 3

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

Boyd Wealth Management's SPYG Position: Q2 2026 in Review

Boyd Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q2 2026, selling an estimated $4.79M and leaving 184,601 shares worth $22M. The position accounts for 8.31% of the portfolio, ranked #3.

Boyd Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.4M in Q3 2023. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Boyd Wealth Management held 184,601 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $22M as of Q2 2026.
  • Boyd Wealth Management sold 41,865 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.79M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.31% of Boyd Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Boyd Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Boyd Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $26.4M in Q3 2023.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.