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

Denver 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	$7.28M	Sell	61,214 -3,765	-6%	-$430K	2.09%	12
2026 Q1	$6.36M	Sell	64,979 -909	-1%	-$94.7K	2.19%	11
2025 Q4	$7.03M	Sell	65,888 -387	-0.6%	-$41K	2.49%	10
2025 Q3	$6.93M	Sell	66,275 -3,208	-5%	-$320K	2.55%	9
2025 Q2	$6.62M	Sell	69,483 -607	-0.9%	-$52K	2.74%	10
2025 Q1	$5.63M	Sell	70,090 -751	-1%	-$65.6K	2.57%	11
2024 Q4	$6.23M	Sell	70,841 -214	-0.3%	-$18.5K	2.8%	10
2024 Q3	$5.89M	Sell	71,055 -1,930	-3%	-$154K	2.73%	10
2024 Q2	$5.85M	Sell	72,985 -905	-1%	-$67.6K	2.93%	8
2024 Q1	$5.41M	Sell	73,890 -2,186	-3%	-$152K	2.76%	11
2023 Q4	$4.95M	Buy	76,076 +2,607	+4%	+$161K	2.8%	12
2023 Q3	$4.36M	Sell	73,469 -743	-1%	-$45.5K	2.82%	12
2023 Q2	$4.53M	Sell	74,212 -2,169	-3%	-$124K	3.16%	11
2023 Q1	$4.23M	Sell	76,381 -7,025	-8%	-$372K	2.94%	12
2022 Q4	$4.23M	Buy	+83,406	New	+$4.34M	3.16%	11

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

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

Denver Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.8% in Q2 2026, selling an estimated $430K and leaving 61,214 shares worth $7.28M. The position accounts for 2.09% of the portfolio, ranked #12.

Denver Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Denver Wealth Management held 61,214 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.28M as of Q2 2026.
Denver Wealth Management sold 3,765 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $430K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.09% of Denver Wealth Management's portfolio in Q2 2026, its #12 holding.
Denver Wealth Management 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.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.