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

Brandywine Oak Private 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	$34.1M	Buy	286,742 +1,196	+0.4%	+$137K	2.59%	10
2026 Q1	$28M	Buy	285,546 +14,280	+5%	+$1.49M	2.35%	10
2025 Q4	$28.9M	Buy	271,266 +7,067	+3%	+$749K	2.43%	10
2025 Q3	$27.6M	Sell	264,199 -969	-0.4%	-$96.5K	2.4%	10
2025 Q2	$25.3M	Sell	265,168 -12,431	-4%	-$1.07M	2.34%	12
2025 Q1	$22.3M	Buy	277,599 +6,670	+2%	+$582K	2.19%	12
2024 Q4	$23.8M	Buy	270,929 +11,824	+5%	+$1.02M	2.33%	11
2024 Q3	$21.5M	Buy	259,105 +9,511	+4%	+$760K	2.08%	13
2024 Q2	$20M	Buy	249,594 +15,837	+7%	+$1.18M	2.05%	13
2024 Q1	$17.1M	Buy	233,757 +15,336	+7%	+$1.07M	1.78%	14
2023 Q4	$14.2M	Buy	218,421 +9,770	+5%	+$602K	1.58%	14
2023 Q3	$12.4M	Buy	208,651 +3,306	+2%	+$203K	1.45%	15
2023 Q2	$12.5M	Buy	205,345 +33,299	+19%	+$1.91M	1.4%	17
2023 Q1	$9.52M	Buy	172,046 +27,539	+19%	+$1.46M	1.11%	19
2022 Q4	$7.32M	Buy	144,507 +37,994	+36%	+$1.98M	0.91%	20
2022 Q3	$5.34M	Buy	106,513 +80,777	+314%	+$4.54M	0.72%	22
2022 Q2	$1.34M	Buy	+25,736	New	+$1.48M	0.17%	85

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Brandywine Oak Private Wealth's SPYG Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.42% in Q2 2026, buying an estimated $137K and bringing the position to 286,742 shares worth $34.1M. The position accounts for 2.59% of the portfolio, ranked #10.

Brandywine Oak Private Wealth first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Brandywine Oak Private Wealth held 286,742 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $34.1M as of Q2 2026.
Brandywine Oak Private Wealth bought 1,196 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $137K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.59% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #10 holding.
Brandywine Oak Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
350 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.