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SPYG icon

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

Broadwater Capital’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 		$1.78K Hold
15
– – ﹤0.01% 195
2026
Q1 		$1.6K Hold
15
– – ﹤0.01% 197
2025
Q4 		$1.6K Hold
15
– – ﹤0.01% 197
2025
Q3 		$1.57K Sell
15
-1,415
-99% -$141K ﹤0.01% 202
2025
Q2 		$1.43M Buy
1,430
+1,415
+9,433% +$121K ﹤0.01% 206
2025
Q1 		$1.21K Hold
15
– – ﹤0.01% 207
2024
Q4 		$1.32K Hold
15
– – ﹤0.01% 213
2024
Q3 		$1.24K Hold
15
– – ﹤0.01% 220
2024
Q2 		$1.2K Hold
15
– – ﹤0.01% 219
2024
Q1 		$1.1K Hold
15
– – ﹤0.01% 220
2023
Q4 		$976 Buy
+15
New +$925 ﹤0.01% 214

Other funds holding SPYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Broadwater Capital's SPYG Position: Q2 2026 in Review

Broadwater Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 15 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Broadwater Capital first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2025. 855 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Broadwater Capital held 15 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.78K as of Q2 2026.
  • Broadwater Capital 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 Broadwater Capital's portfolio in Q2 2026, its #195 holding.
  • Broadwater Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.43M in Q2 2025.
  • 855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.