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

Dogwood 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	$8.91M	Buy	74,843 +4,179	+6%	+$478K	3.52%	11
2026 Q1	$6.92M	Buy	70,664 +8,706	+14%	+$907K	3%	12
2025 Q4	$6.61M	Buy	61,958 +3,530	+6%	+$374K	2.91%	11
2025 Q3	$6.11M	Buy	58,428 +3,154	+6%	+$314K	2.78%	12
2025 Q2	$5.26M	Buy	55,274 +4,051	+8%	+$347K	2.57%	13
2025 Q1	$4.12M	Buy	51,223 +1,791	+4%	+$156K	2.16%	16
2024 Q4	$4.35M	Buy	+49,432	New	+$4.27M	2.3%	16
2024 Q3	–	Sell	-154	Closed	-$12.3K	–	615
2024 Q2	$12.3K	Sell	154 -74,155	-100%	-$5.54M	0.01%	161
2024 Q1	$5.44M	Buy	74,309 +4,676	+7%	+$325K	3.68%	7
2023 Q4	$4.53M	Buy	+69,633	New	+$4.29M	3.54%	6

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

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

Dogwood Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.9% in Q2 2026, buying an estimated $478K and bringing the position to 74,843 shares worth $8.91M. The position accounts for 3.52% of the portfolio, ranked #11.

Dogwood Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Dogwood Wealth Management held 74,843 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.91M as of Q2 2026.
Dogwood Wealth Management bought 4,179 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $478K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.52% of Dogwood Wealth Management's portfolio in Q2 2026, its #11 holding.
Dogwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.