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

Connecticut Wealth 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	$258M	Buy	2,170,139 +57,996	+3%	+$6.63M	9.55%	3
2026 Q1	$207M	Buy	2,112,143 +170,020	+9%	+$17.7M	8.67%	3
2025 Q4	$207M	Buy	1,942,123 +67,062	+4%	+$7.11M	9.01%	3
2025 Q3	$196M	Buy	1,875,061 +151,459	+9%	+$15.1M	8.7%	2
2025 Q2	$164M	Buy	1,723,602 +151,693	+10%	+$13M	7.82%	2
2025 Q1	$126M	Sell	1,571,909 -2,638,557	-63%	-$230M	6.61%	5
2024 Q4	$275M	Buy	4,210,466 +2,782,724	+195%	+$240M	13.49%	2
2024 Q3	$118M	Buy	1,427,742 +47,470	+3%	+$3.79M	5.73%	5
2024 Q2	$111M	Buy	1,380,272 +9,108	+0.7%	+$680K	5.71%	4
2024 Q1	$100M	Buy	1,371,164 +34,871	+3%	+$2.43M	5.34%	5
2023 Q4	$86.9M	Sell	1,336,293 -2,772	-0.2%	-$171K	4.99%	6
2023 Q3	$79.4M	Buy	1,339,065 +41,045	+3%	+$2.51M	5.42%	5
2023 Q2	$79.2M	Buy	1,298,020 +23,175	+2%	+$1.33M	5.51%	5
2023 Q1	$70.6M	Buy	1,274,845 +34,822	+3%	+$1.84M	5.34%	6
2022 Q4	$62.8M	Buy	1,240,023 +169,083	+16%	+$8.8M	5.33%	6
2022 Q3	$53.7M	Buy	1,070,940 +32,315	+3%	+$1.82M	5%	7
2022 Q2	$54.3M	Buy	1,038,625 +106,051	+11%	+$6.08M	4.75%	7
2022 Q1	$61.7M	Buy	932,574 +298,195	+47%	+$19.4M	4.72%	7
2021 Q4	$46M	Buy	634,379 +353,337	+126%	+$24.7M	3.57%	7
2021 Q3	$18M	Sell	281,042 -12,968	-4%	-$856K	1.57%	18
2021 Q2	$18.5M	Sell	294,010 -158,128	-35%	-$9.49M	1.63%	18
2021 Q1	$22.7M	Buy	+452,138	New	+$25.3M	2.07%	14
2020 Q4	–	Sell	-311,874	Closed	-$15.6M	–	211
2020 Q3	$15.6M	Buy	+311,874	New	+$15.3M	1.72%	16
2020 Q2	–	Sell	-318,439	Closed	-$11.4M	–	151
2020 Q1	$11.4M	Sell	318,439 -334,048	-51%	-$13.7M	1.7%	16
2019 Q4	$27.3M	Buy	652,487 +39,837	+7%	+$1.6M	3.01%	14
2019 Q3	$23.8M	Buy	612,650 +330,150	+117%	+$12.9M	2.94%	13
2019 Q2	$10.9M	Buy	+282,500	New	+$10.7M	1.35%	17

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

Connecticut Wealth Management's SPYG Position: Q2 2026 in Review

Connecticut Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q2 2026, buying an estimated $6.63M and bringing the position to 2,170,139 shares worth $258M. The position accounts for 9.55% of the portfolio, ranked #3.

Connecticut Wealth Management first reported a position in SPYG in Q2 2019 and has held it in 27 quarters since. The position peaked at $275M in Q4 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Connecticut Wealth Management held 2,170,139 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $258M as of Q2 2026.
Connecticut Wealth Management bought 57,996 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.63M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.55% of Connecticut Wealth Management's portfolio in Q2 2026, its #3 holding.
Connecticut Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2019 and has held it in 27 quarters since.
Connecticut Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $275M in Q4 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.