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

Copia 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	$57.2K	Hold	481	–	–	0.03%	200
2026 Q1	$47.1K	Sell	481 -682	-59%	-$71K	0.03%	205
2025 Q4	$124K	Hold	1,163	–	–	0.09%	133
2025 Q3	$122K	Sell	1,163 -100	-8%	-$9.96K	0.09%	126
2025 Q2	$120K	Buy	1,263 +4	+0.3%	+$343	0.1%	113
2025 Q1	$101K	Sell	1,259 -24	-2%	-$2.1K	0.09%	121
2024 Q4	$113K	Buy	+1,283	New	+$111K	0.11%	107

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

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

Copia Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 481 shares worth $57.2K. The position accounts for 0.03% of the portfolio, ranked #200.

Copia Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Copia Wealth Management held 481 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $57.2K as of Q2 2026.
Copia Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #200 holding.
Copia Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $124K in Q4 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.