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

Echo 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	$5.13M	Buy	43,155 +946	+2%	+$108K	2.62%	11
2026 Q1	$4.13M	Sell	42,209 -13,080	-24%	-$1.36M	2.38%	11
2025 Q4	$5.9M	Sell	55,289 -6,225	-10%	-$660K	3.44%	11
2025 Q3	$6.43M	Buy	61,514 +889	+1%	+$88.5K	3.75%	9
2025 Q2	$5.78M	Buy	60,625 +1,901	+3%	+$163K	3.54%	9
2025 Q1	$4.72M	Buy	58,724 +4,021	+7%	+$351K	3.19%	10
2024 Q4	$4.81M	Sell	54,703 -1,569	-3%	-$136K	3.32%	11
2024 Q3	$4.72M	Sell	56,272 -6,616	-11%	-$529K	3.3%	11
2024 Q2	$5.04M	Buy	62,888 +3,244	+5%	+$242K	3.8%	11
2024 Q1	$4.36M	Sell	59,644 -31,892	-35%	-$2.22M	3.62%	11
2023 Q4	$5.9M	Sell	91,536 -104,506	-53%	-$6.44M	5.51%	8
2023 Q3	$11.6M	Sell	196,042 -3,670	-2%	-$225K	12.52%	2
2023 Q2	$12.4M	Sell	199,712 -2,703	-1%	-$155K	13.39%	1
2023 Q1	$11.2M	Sell	202,415 -36,679	-15%	-$1.94M	12.37%	2
2022 Q4	$12.5M	Sell	239,094 -8,059	-3%	-$419K	13.27%	1
2022 Q3	$13M	Buy	247,153 +80,736	+49%	+$4.54M	17.05%	1
2022 Q2	$9.13M	Buy	166,417 +105,860	+175%	+$6.07M	12.21%	2
2022 Q1	$3.77M	Buy	60,557 +8,127	+16%	+$529K	4.43%	8
2021 Q4	$3.63M	Sell	52,430 -2,439	-4%	-$170K	4.15%	9
2021 Q3	$3.57M	Sell	54,869 -4,925	-8%	-$325K	4.23%	8
2021 Q2	$3.84M	Buy	59,794 +2,775	+5%	+$166K	4.9%	8
2021 Q1	$3.22M	Sell	57,019 -3,671	-6%	-$206K	4.05%	8
2020 Q4	$3.36M	Buy	+60,690	New	+$3.19M	4.39%	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

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

Echo Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q2 2026, buying an estimated $108K and bringing the position to 43,155 shares worth $5.13M. The position accounts for 2.62% of the portfolio, ranked #11.

Echo Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $13M in Q3 2022. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Echo Wealth Management held 43,155 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.13M as of Q2 2026.
Echo Wealth Management bought 946 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.62% of Echo Wealth Management's portfolio in Q2 2026, its #11 holding.
Echo Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Echo Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13M in Q3 2022.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.