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

Drive 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	$1.22M	Buy	10,256 +828	+9%	+$94.7K	0.22%	80
2026 Q1	$923K	Sell	9,428 -376	-4%	-$39.2K	0.19%	95
2025 Q4	$1.05M	Sell	9,804 -2,394	-20%	-$254K	0.2%	90
2025 Q3	$1.27M	Sell	12,198 -412	-3%	-$41K	0.27%	74
2025 Q2	$1.2M	Buy	12,610 +1,012	+9%	+$86.8K	0.26%	82
2025 Q1	$932K	Sell	11,598 -714	-6%	-$62.3K	0.22%	95
2024 Q4	$1.08M	Buy	12,312 +1,777	+17%	+$154K	0.27%	74
2024 Q3	$874K	Sell	10,535 -5,512	-34%	-$441K	0.23%	83
2024 Q2	$1.29M	Buy	16,047 +297	+2%	+$22.2K	0.35%	57
2024 Q1	$1.15M	Sell	15,750 -7,461	-32%	-$519K	0.32%	63
2023 Q4	$1.51M	Sell	23,211 -13,859	-37%	-$855K	0.49%	42
2023 Q3	$2.2M	Sell	37,070 -9,794	-21%	-$600K	0.8%	26
2023 Q2	$2.86M	Sell	46,864 -51,825	-53%	-$2.97M	1.06%	19
2023 Q1	$5.46M	Sell	98,689 -2,597	-3%	-$138K	2.29%	6
2022 Q4	$5.13M	Buy	101,286 +94,439	+1,379%	+$4.91M	2.57%	8
2022 Q3	$343K	Buy	6,847 +170	+3%	+$9.56K	0.33%	93
2022 Q2	$349K	Buy	6,677 +2,237	+50%	+$128K	0.32%	99
2022 Q1	$294K	Buy	4,440 +481	+12%	+$31.3K	0.25%	106
2021 Q4	$287K	Buy	+3,959	New	+$276K	0.25%	103

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

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

Drive Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.8% in Q2 2026, buying an estimated $94.7K and bringing the position to 10,256 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #80.

Drive Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.46M in Q1 2023. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Drive Wealth Management held 10,256 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.22M as of Q2 2026.
Drive Wealth Management bought 828 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $94.7K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.22% of Drive Wealth Management's portfolio in Q2 2026, its #80 holding.
Drive Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Drive Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.46M in Q1 2023.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.