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

Dynasty 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	$454M	Sell	3,811,664 -5,011	-0.1%	-$573K	3.37%	9
2026 Q1	$374M	Sell	3,816,675 -19,280	-0.5%	-$2.01M	3.26%	9
2025 Q4	$409M	Buy	3,835,955 +162,192	+4%	+$17.2M	4.02%	8
2025 Q3	$384M	Buy	3,673,763 +577,907	+19%	+$57.6M	5.13%	3
2025 Q2	$295M	Sell	3,095,856 -660,964	-18%	-$56.7M	5.03%	4
2025 Q1	$302M	Buy	3,756,820 +214,211	+6%	+$18.7M	5.03%	4
2024 Q4	$311M	Buy	+3,542,609	New	+$306M	5.37%	4
2024 Q3	–	Sell	-3,478,989	Closed	-$279M	–	261
2024 Q2	$279M	Sell	3,478,989 -110,972	-3%	-$8.29M	8.22%	2
2024 Q1	$263M	Buy	+3,589,961	New	+$250M	8.37%	2

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

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

Dynasty Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.13% in Q2 2026, selling an estimated $573K and leaving 3,811,664 shares worth $454M. The position accounts for 3.37% of the portfolio, ranked #9.

Dynasty Wealth Management first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Dynasty Wealth Management held 3,811,664 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $454M as of Q2 2026.
Dynasty Wealth Management sold 5,011 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $573K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.37% of Dynasty Wealth Management's portfolio in Q2 2026, its #9 holding.
Dynasty Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 9 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.