CCWM
SPYG icon

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

Cassaday & Co 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 		$130K Sell
1,096
-320
-23% -$36.6K ﹤0.01% 423
2026
Q1 		$139K Buy
+1,416
New +$147K ﹤0.01% 390

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cassaday & Co Wealth Management's SPYG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 23% in Q2 2026, selling an estimated $36.6K and leaving 1,096 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Cassaday & Co Wealth Management first reported a position in SPYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $139K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,096 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $130K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 320 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $36.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #423 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $139K in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.