CWMK
SPYG icon

Caliber Wealth Management (Kansas)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$293K Buy
2,459
+15
+0.6% +$1.72K 0.03% 244
2026
Q1 		$239K Hold
2,444
– – 0.03% 243
2025
Q4 		$261K Sell
2,444
-2
-0.1% -$212 0.03% 230
2025
Q3 		$256K Sell
2,446
-17
-0.7% -$1.69K 0.03% 222
2025
Q2 		$235K Sell
2,463
-723
-23% -$62K 0.03% 251
2025
Q1 		$256K Buy
+3,186
New +$278K 0.03% 211

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

Caliber Wealth Management (Kansas)'s SPYG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.61% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,459 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #244.

Caliber Wealth Management (Kansas) first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,459 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $293K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #244 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.