CS
SPYG icon

Crescent Sterling’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Crescent Sterling’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 		$739K Buy
6,207
+2
+0% +$229 0.66% 44
2026
Q1 		$608K Sell
6,205
-98
-2% -$10.2K 0.59% 47
2025
Q4 		$673K Sell
6,303
-132
-2% -$14K 0.69% 41
2025
Q3 		$673K Sell
6,435
-90
-1% -$8.96K 0.71% 44
2025
Q2 		$622K Sell
6,525
-1,829
-22% -$157K 0.7% 42
2025
Q1 		$671K Hold
8,354
– – 0.69% 43
2024
Q4 		$734K Sell
8,354
-75
-0.9% -$6.48K 0.75% 42
2024
Q3 		$699K Sell
8,429
-125
-1% -$9.99K 0.67% 44
2024
Q2 		$685K Hold
8,554
– – 0.66% 44
2024
Q1 		$626K Sell
8,554
-50
-0.6% -$3.48K 0.57% 45
2023
Q4 		$560K Sell
8,604
-25
-0.3% -$1.54K 0.56% 44
2023
Q3 		$512K Sell
8,629
-1,994
-19% -$122K 0.54% 45
2023
Q2 		$648K Sell
10,623
-143
-1% -$8.19K 0.61% 42
2023
Q1 		$596K Buy
10,766
+1,472
+16% +$77.9K 0.58% 47
2022
Q4 		$471K Buy
+9,294
New +$484K 0.51% 48

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

Crescent Sterling's SPYG Position: Q2 2026 in Review

Crescent Sterling increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.03% in Q2 2026, buying an estimated $229 and bringing the position to 6,207 shares worth $739K. The position accounts for 0.66% of the portfolio, ranked #44.

Crescent Sterling first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Crescent Sterling held 6,207 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $739K as of Q2 2026.
  • Crescent Sterling bought 2 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $229.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.66% of Crescent Sterling's portfolio in Q2 2026, its #44 holding.
  • Crescent Sterling first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 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 Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.