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

Cahaba 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	$400K	Hold	3,365	–	–	0.02%	112
2026 Q1	$329K	Sell	3,365 -254	-7%	-$26.4K	0.02%	115
2025 Q4	$386K	Sell	3,619 -367	-9%	-$38.9K	0.03%	104
2025 Q3	$417K	Sell	3,986 -304	-7%	-$30.3K	0.03%	101
2025 Q2	$409K	Sell	4,290 -278	-6%	-$23.8K	0.03%	105
2025 Q1	$367K	Sell	4,568 -66	-1%	-$5.76K	0.03%	104
2024 Q4	$407K	Hold	4,634	–	–	0.03%	101
2024 Q3	$384K	Sell	4,634 -853	-16%	-$68.2K	0.03%	105
2024 Q2	$440K	Buy	5,487 +149	+3%	+$11.1K	0.04%	93
2024 Q1	$390K	Hold	5,338	–	–	0.04%	99
2023 Q4	$347K	Sell	5,338 -90	-2%	-$5.55K	0.03%	97
2023 Q3	$322K	Buy	5,428 +1,353	+33%	+$82.9K	0.04%	103
2023 Q2	$249K	Buy	4,075 +110	+3%	+$6.3K	0.03%	125
2023 Q1	$220K	Buy	+3,965	New	+$210K	0.03%	136

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

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

Cahaba Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 3,365 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #112.

Cahaba Wealth Management first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $440K in Q2 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Cahaba Wealth Management held 3,365 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $400K as of Q2 2026.
Cahaba Wealth Management 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 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #112 holding.
Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Cahaba Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $440K in Q2 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.