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

Clark Asset 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 		$657K Buy
5,524
+355
+7% +$40.6K 0.05% 129
2026
Q1 		$506K Buy
5,169
+2,484
+93% +$259K 0.05% 131
2025
Q4 		$286K Buy
2,685
+31
+1% +$3.29K 0.03% 178
2025
Q3 		$277K Hold
2,654
– – 0.03% 171
2025
Q2 		$253K Hold
2,654
– – 0.03% 163
2025
Q1 		$213K Buy
2,654
+1
+0% +$87 0.04% 145
2024
Q4 		$233K Hold
2,653
– – 0.04% 125
2024
Q3 		$220K Hold
2,653
– – 0.05% 116
2024
Q2 		$213K Buy
+2,653
New +$198K 0.06% 92
2023
Q3 		– Sell
-6,889
Closed -$420K – 83
2023
Q2 		$420K Buy
+6,889
New +$395K 0.2% 47

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

Clark Asset Management's SPYG Position: Q2 2026 in Review

Clark Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.9% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,524 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #129.

Clark Asset Management first reported a position in SPYG in Q2 2023 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Clark Asset Management held 5,524 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $657K as of Q2 2026.
  • Clark Asset Management bought 355 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $40.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #129 holding.
  • Clark Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 10 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 Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.