CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

CLA (CliftonLarsonAllen) 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	$109M	Sell	911,956 -62,741	-6%	-$7.17M	1.43%	14
2026 Q1	$95.4M	Sell	974,697 -9,009	-0.9%	-$938K	1.4%	17
2025 Q4	$105M	Sell	983,706 -4,144	-0.4%	-$439K	1.59%	13
2025 Q3	$103M	Sell	987,850 -2,089	-0.2%	-$208K	1.63%	13
2025 Q2	$94.4M	Buy	989,939 +48,004	+5%	+$4.12M	1.58%	15
2025 Q1	$75.7M	Buy	941,935 +7,991	+0.9%	+$698K	1.41%	18
2024 Q4	$82.1M	Buy	933,944 +25,190	+3%	+$2.18M	1.59%	16
2024 Q3	$75.4M	Buy	908,754 +18,963	+2%	+$1.52M	1.74%	17
2024 Q2	$71.3M	Buy	889,791 +39,239	+5%	+$2.93M	1.53%	17
2024 Q1	$62.2M	Buy	850,552 +78,927	+10%	+$5.49M	1.42%	19
2023 Q4	$50.2M	Buy	771,625 +11,684	+2%	+$721K	1.25%	23
2023 Q3	$45M	Buy	759,941 +13,420	+2%	+$822K	1.26%	25
2023 Q2	$45.5M	Sell	746,521 -62,451	-8%	-$3.58M	1.28%	25
2023 Q1	$44.8M	Buy	808,972 +14,251	+2%	+$755K	1.32%	24
2022 Q4	$40.3M	Buy	+794,721	New	+$41.4M	1.5%	19
2022 Q3	–	Sell	-700,227	Closed	-$36.6M	–	160
2022 Q2	$36.6M	Buy	700,227 +130,015	+23%	+$7.46M	1.52%	22
2022 Q1	$37.8M	Buy	570,212 +73,750	+15%	+$4.8M	1.35%	23
2021 Q4	$36M	Buy	496,462 +38,863	+8%	+$2.71M	1.31%	23
2021 Q3	$29.3M	Buy	457,599 +61,229	+15%	+$4.04M	1.15%	25
2021 Q2	$25M	Buy	396,370 +11,402	+3%	+$684K	1.02%	28
2021 Q1	$21.7M	Buy	384,968 +48,544	+14%	+$2.72M	1.03%	28
2020 Q4	$18.6M	Buy	336,424 +51,243	+18%	+$2.69M	0.91%	35
2020 Q3	$14.3M	Buy	285,181 +1,053	+0.4%	+$51.6K	0.81%	36
2020 Q2	$12.8M	Buy	+284,128	New	+$11.8M	0.78%	35
2019 Q4	$519K	Sell	12,387 -575	-4%	-$23K	0.04%	135
2019 Q3	$504K	Buy	+12,962	New	+$506K	0.04%	125

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPYG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q2 2026, selling an estimated $7.17M and leaving 911,956 shares worth $109M. The position accounts for 1.43% of the portfolio, ranked #14.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPYG in Q3 2019 and has held it in 26 quarters since. 638 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 911,956 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $109M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 62,741 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $7.17M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.43% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #14 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 26 quarters since.
638 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.