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

Buck Wealth Strategies’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	$30.4M	Buy	255,300 +6,974	+3%	+$797K	3.18%	4
2026 Q1	$24.3M	Buy	248,326 +12,830	+5%	+$1.34M	3%	4
2025 Q4	$25.1M	Buy	235,496 +131,605	+127%	+$14M	3.19%	4
2025 Q3	$10.9M	Buy	103,891 +80,280	+340%	+$8M	1.49%	24
2025 Q2	$2.25M	Sell	23,611 -213	-0.9%	-$18.3K	0.34%	48
2025 Q1	$1.91M	Buy	+23,824	New	+$2.08M	0.35%	46
2023 Q4	–	Sell	-313	Closed	-$18.6K	–	299
2023 Q3	$18.6K	Buy	+313	New	+$19.2K	0.01%	165

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

Buck Wealth Strategies's SPYG Position: Q2 2026 in Review

Buck Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q2 2026, buying an estimated $797K and bringing the position to 255,300 shares worth $30.4M. The position accounts for 3.18% of the portfolio, ranked #4.

Buck Wealth Strategies first reported a position in SPYG in Q3 2023 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Buck Wealth Strategies held 255,300 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $30.4M as of Q2 2026.
Buck Wealth Strategies bought 6,974 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $797K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.18% of Buck Wealth Strategies's portfolio in Q2 2026, its #4 holding.
Buck Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.