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

Concord Wealth Partners’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	$25.8M	Sell	216,793 -8,787	-4%	-$1M	2.95%	8
2026 Q1	$22.1M	Buy	225,580 +6,315	+3%	+$658K	2.87%	8
2025 Q4	$23.4M	Buy	219,265 +4,829	+2%	+$512K	3.04%	8
2025 Q3	$22.4M	Buy	214,436 +83,514	+64%	+$8.32M	3.09%	8
2025 Q2	$12.5M	Sell	130,922 -7,897	-6%	-$677K	1.82%	10
2025 Q1	$11.2M	Buy	138,819 +1,304	+0.9%	+$114K	1.83%	11
2024 Q4	$12.1M	Sell	137,515 -6,181	-4%	-$534K	1.98%	11
2024 Q3	$11.9M	Sell	143,696 -7,572	-5%	-$605K	1.99%	12
2024 Q2	$12.1M	Sell	151,268 -7,688	-5%	-$574K	2.14%	11
2024 Q1	$11.6M	Sell	158,956 -19,580	-11%	-$1.36M	2.09%	11
2023 Q4	$11.6M	Sell	178,536 -57,795	-24%	-$3.56M	2.33%	10
2023 Q3	$14M	Sell	236,331 -30,472	-11%	-$1.87M	2.98%	7
2023 Q2	$16.3M	Sell	266,803 -25,922	-9%	-$1.48M	3.51%	5
2023 Q1	$16.2M	Sell	292,725 -479	-0.2%	-$25.4K	4.6%	4
2022 Q4	$14.9M	Buy	293,204 +57,968	+25%	+$3.02M	4.47%	3
2022 Q3	$11.8M	Buy	235,236 +96,581	+70%	+$5.43M	3.74%	8
2022 Q2	$7.25M	Buy	138,655 +28,906	+26%	+$1.66M	1.99%	13
2022 Q1	$7.27M	Buy	109,749 +58,384	+114%	+$3.8M	1.88%	11
2021 Q4	$3.72M	Buy	+51,365	New	+$3.59M	0.91%	18

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's SPYG Position: Q2 2026 in Review

Concord Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.9% in Q2 2026, selling an estimated $1M and leaving 216,793 shares worth $25.8M. The position accounts for 2.95% of the portfolio, ranked #8.

Concord Wealth Partners first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Concord Wealth Partners held 216,793 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25.8M as of Q2 2026.
Concord Wealth Partners sold 8,787 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.95% of Concord Wealth Partners's portfolio in Q2 2026, its #8 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.