CWA
SPYG icon

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

Choice Wealth Advisors’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 		$27.5M Sell
230,868
-4,809
-2% -$550K 9.64% 3
2026
Q1 		$23.1M Buy
235,677
+5,821
+3% +$606K 9.06% 3
2025
Q4 		$24.5M Sell
229,856
-5,932
-3% -$629K 9.7% 3
2025
Q3 		$24.6M Sell
235,788
-10,791
-4% -$1.07M 10.56% 3
2025
Q2 		$23.5M Sell
246,579
-5,202
-2% -$446K 10.62% 3
2025
Q1 		$20.2M Buy
251,781
+7,806
+3% +$681K 10.55% 3
2024
Q4 		$21.4M Buy
243,975
+11,018
+5% +$952K 10.95% 3
2024
Q3 		$19.3M Sell
232,957
-2,805
-1% -$224K 9.65% 4
2024
Q2 		$18.9M Sell
235,762
-5,306
-2% -$396K 10.02% 3
2024
Q1 		$17.6M Sell
241,068
-13,837
-5% -$963K 10.68% 3
2023
Q4 		$16.6M Sell
254,905
-2
-0% -$123 10.27% 3
2023
Q3 		$15.1M Sell
254,907
-5,989
-2% -$367K 10.67% 3
2023
Q2 		$15.9M Sell
260,896
-10,655
-4% -$610K 10.83% 3
2023
Q1 		$15M Buy
271,551
+6,584
+2% +$349K 10.93% 3
2022
Q4 		$13.4M Buy
264,967
+4,957
+2% +$258K 10.08% 3
2022
Q3 		$13M Buy
+260,010
New +$14.6M 10.9% 3
2022
Q2 		– Sell
-246,889
Closed -$16M – 49
2022
Q1 		$16M Buy
246,889
+6,742
+3% +$439K 12.69% 3
2021
Q4 		$17.4M Sell
240,147
-3,904
-2% -$273K 12.8% 3
2021
Q3 		$15.6M Sell
244,051
-8,034
-3% -$531K 12.67% 3
2021
Q2 		$15.9M Buy
252,085
+15,602
+7% +$936K 11.4% 3
2021
Q1 		$13.3M Buy
236,483
+11,689
+5% +$655K 11.02% 3
2020
Q4 		$12.4M Buy
+224,794
New +$11.8M 11.22% 3

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Choice Wealth Advisors's SPYG Position: Q2 2026 in Review

Choice Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2% in Q2 2026, selling an estimated $550K and leaving 230,868 shares worth $27.5M. The position accounts for 9.64% of the portfolio, ranked #3.

Choice Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 22 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Choice Wealth Advisors held 230,868 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $27.5M as of Q2 2026.
  • Choice Wealth Advisors sold 4,809 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $550K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 9.64% of Choice Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Choice Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.