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Commonwealth Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Commonwealth Financial Services’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 		$682K Sell
5,732
-13
-0.2% -$1.49K 0.09% 130
2026
Q1 		$562K Sell
5,745
-35
-0.6% -$3.65K 0.09% 115
2025
Q4 		$617K Hold
5,780
– – 0.1% 109
2025
Q3 		$604K Sell
5,780
-196
-3% -$19.5K 0.1% 104
2025
Q2 		$570K Sell
5,976
-20
-0.3% -$1.71K 0.11% 104
2025
Q1 		$482K Sell
5,996
-741
-11% -$64.7K 0.1% 112
2024
Q4 		$592K Buy
6,737
+17
+0.3% +$1.47K 0.12% 97
2024
Q3 		$549K Buy
6,720
+1
+0% +$80 0.11% 97
2024
Q2 		$558K Sell
6,719
-239
-3% -$17.9K 0.11% 97
2024
Q1 		$453K Hold
6,958
– – 0.11% 97
2023
Q4 		$453K Sell
6,958
-29,377
-81% -$1.81M 0.11% 97
2023
Q3 		$2.15M Buy
+36,335
New +$2.23M 0.64% 35

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

Commonwealth Financial Services's SPYG Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.23% in Q2 2026, selling an estimated $1.49K and leaving 5,732 shares worth $682K. The position accounts for 0.09% of the portfolio, ranked #130.

Commonwealth Financial Services first reported a position in SPYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q3 2023. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Commonwealth Financial Services held 5,732 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $682K as of Q2 2026.
  • Commonwealth Financial Services sold 13 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.49K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Commonwealth Financial Services's portfolio in Q2 2026, its #130 holding.
  • Commonwealth Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.15M in Q3 2023.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.