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

EPG 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	$7.14K	Sell	60 -59	-50%	-$6.75K	﹤0.01%	290
2026 Q1	$11.7K	Buy	119 +71	+148%	+$7.39K	﹤0.01%	280
2025 Q4	$5.12K	Buy	48 +28	+140%	+$2.97K	﹤0.01%	294
2025 Q3	$2.09K	Buy	+20	New	+$1.99K	﹤0.01%	309
2025 Q2	–	Sell	-133	Closed	-$10.7K	–	412
2025 Q1	$10.7K	Sell	133 -4,466	-97%	-$390K	﹤0.01%	368
2024 Q4	$404K	Sell	4,599 -62	-1%	-$5.36K	0.11%	173
2024 Q3	$387K	Buy	+4,661	New	+$373K	0.1%	179
2024 Q2	–	Sell	-5,183	Closed	-$387K	–	181
2024 Q1	$379K	Buy	5,183 +6	+0.1%	+$418	0.09%	190
2023 Q4	$361K	Buy	5,177 +12	+0.2%	+$740	0.1%	189
2023 Q3	$306K	Buy	5,165 +13	+0.3%	+$796	0.09%	189
2023 Q2	$314K	Buy	5,152 +14	+0.3%	+$802	0.09%	188
2023 Q1	$284K	Buy	5,138 +15	+0.3%	+$794	0.09%	190
2022 Q4	$260K	Buy	5,123 +12	+0.2%	+$624	0.1%	175
2022 Q3	$256K	Buy	5,111 +11	+0.2%	+$619	0.11%	173
2022 Q2	$267K	Buy	5,100 +11	+0.2%	+$631	0.11%	170
2022 Q1	$337K	Buy	5,089 +558	+12%	+$36.3K	0.12%	160
2021 Q4	$328K	Buy	4,531 +856	+23%	+$59.8K	0.12%	159
2021 Q3	$235K	Buy	+3,675	New	+$243K	0.09%	187
2020 Q2	–	Sell	-724	Closed	-$26K	–	671
2020 Q1	$26K	Hold	724	–	–	0.02%	365
2019 Q4	$30K	Buy	+724	New	+$29K	0.02%	293

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

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

EPG Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 50% in Q2 2026, selling an estimated $6.75K and leaving 60 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

EPG Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 20 quarters since. The position peaked at $404K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

EPG Wealth Management held 60 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.14K as of Q2 2026.
EPG Wealth Management sold 59 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.75K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #290 holding.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $404K in Q4 2024.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.