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

Discipline Wealth Solutions’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 		$275K Sell
2,311
-33
-1% -$3.77K 0.02% 172
2026
Q1 		$230K Sell
2,344
-179
-7% -$18.6K 0.02% 180
2025
Q4 		$269K Buy
2,523
+55
+2% +$5.83K 0.05% 143
2025
Q3 		$258K Buy
+2,468
New +$246K 0.07% 138

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

Discipline Wealth Solutions's SPYG Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q2 2026, selling an estimated $3.77K and leaving 2,311 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #172.

Discipline Wealth Solutions first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Discipline Wealth Solutions held 2,311 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $275K as of Q2 2026.
  • Discipline Wealth Solutions sold 33 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.77K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #172 holding.
  • Discipline Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.