EWM
SPYG icon

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

Evolution 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 		$18.6K Sell
156
-777
-83% -$88.8K 0.01% 479
2026
Q1 		$91.3K Hold
933
– – 0.07% 185
2025
Q4 		$99.6K Buy
+933
New +$98.9K 0.08% 168
2025
Q3 		– Sell
-1,613
Closed -$154K – 677
2025
Q2 		$154K Buy
+1,613
New +$138K 0.19% 94

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evolution Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 83% in Q2 2026, selling an estimated $88.8K and leaving 156 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #479.

Evolution Wealth Management first reported a position in SPYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $154K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Evolution Wealth Management held 156 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.6K as of Q2 2026.
  • Evolution Wealth Management sold 777 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $88.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $154K in Q2 2025.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.