CWG
SPYG icon

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

Crown Wealth Group’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 		$427K Buy
3,589
+38
+1% +$4.34K 0.11% 88
2026
Q1 		$348K Buy
3,551
+220
+7% +$22.9K 0.1% 94
2025
Q4 		$355K Buy
3,331
+217
+7% +$23K 0.1% 86
2025
Q3 		$325K Buy
3,114
+74
+2% +$7.37K 0.1% 86
2025
Q2 		$290K Buy
3,040
+85
+3% +$7.29K 0.11% 84
2025
Q1 		$237K Buy
+2,955
New +$258K 0.12% 89

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

Crown Wealth Group's SPYG Position: Q2 2026 in Review

Crown Wealth Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q2 2026, buying an estimated $4.34K and bringing the position to 3,589 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #88.

Crown Wealth Group first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Crown Wealth Group held 3,589 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $427K as of Q2 2026.
  • Crown Wealth Group bought 38 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.34K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Crown Wealth Group's portfolio in Q2 2026, its #88 holding.
  • Crown Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 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 Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.