CWM
SPYG icon

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

CCG 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 		$29.7M Sell
249,942
-1,863
-0.7% -$213K 6.9% 4
2026
Q1 		$24.7M Buy
251,805
+33,434
+15% +$3.48M 6.68% 4
2025
Q4 		$23.3M Sell
218,371
-943
-0.4% -$100K 9.98% 2
2025
Q3 		$22.9M Buy
219,314
+191
+0.1% +$19K 10.8% 2
2025
Q2 		$20.9M Sell
219,123
-541
-0.2% -$46.4K 11.01% 2
2025
Q1 		$17.7M Sell
219,664
-29,232
-12% -$2.55M 10.56% 3
2024
Q4 		$21.9M Sell
248,896
-5,598
-2% -$484K 12.18% 2
2024
Q3 		$21.1M Sell
254,494
-877
-0.3% -$70.1K 11.81% 2
2024
Q2 		$20.5M Sell
255,371
-1,835
-0.7% -$137K 11.54% 2
2024
Q1 		$18.8M Buy
257,206
+22,364
+10% +$1.56M 11.33% 2
2023
Q4 		$15.3M Sell
234,842
-26,787
-10% -$1.65M 10.26% 2
2023
Q3 		$15.5M Buy
261,629
+4,162
+2% +$255K 10.15% 2
2023
Q2 		$15.7M Buy
257,467
+5,149
+2% +$295K 9.87% 3
2023
Q1 		$14M Sell
252,318
-576
-0.2% -$30.5K 9.24% 3
2022
Q4 		$12.8M Buy
252,894
+1,807
+0.7% +$94K 7.12% 4
2022
Q3 		$12.6M Buy
251,087
+53,416
+27% +$3.01M 7.68% 3
2022
Q2 		$10.3M Buy
197,671
+33,690
+21% +$1.93M 5.82% 4
2022
Q1 		$10.9M Buy
163,981
+19,032
+13% +$1.24M 5.32% 4
2021
Q4 		$10.5M Buy
144,949
+32,347
+29% +$2.26M 5.48% 7
2021
Q3 		$7.21M Buy
112,602
+1,358
+1% +$89.7K 4.17% 7
2021
Q2 		$7M Buy
111,244
+6,582
+6% +$395K 5.44% 6
2021
Q1 		$5.9M Buy
104,662
+27,403
+35% +$1.54M 5.82% 4
2020
Q4 		$4.27M Buy
77,259
+6,256
+9% +$329K 4.5% 5
2020
Q3 		$3.56M Sell
71,003
-9,082
-11% -$445K 3.33% 9
2020
Q2 		$3.6M Buy
80,085
+20,543
+35% +$853K 3.35% 9
2020
Q1 		$2.13M Buy
59,542
+20,532
+53% +$841K 2.04% 15
2019
Q4 		$1.64M Buy
39,010
+15,178
+64% +$608K 1.03% 26
2019
Q3 		$927K Buy
23,832
+16,782
+238% +$656K 0.63% 35
2019
Q2 		$273K Buy
+7,050
New +$268K 0.2% 61

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

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

CCG Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.74% in Q2 2026, selling an estimated $213K and leaving 249,942 shares worth $29.7M. The position accounts for 6.9% of the portfolio, ranked #4.

CCG Wealth Management first reported a position in SPYG in Q2 2019 and has held it in 29 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • CCG Wealth Management held 249,942 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29.7M as of Q2 2026.
  • CCG Wealth Management sold 1,863 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $213K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 6.9% of CCG Wealth Management's portfolio in Q2 2026, its #4 holding.
  • CCG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.