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Garrett Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Garrett Wealth Advisory Group’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 		$49M Buy
412,059
+3,844
+0.9% +$439K 7.54% 3
2026
Q1 		$40M Buy
408,215
+8,304
+2% +$865K 7.11% 3
2025
Q4 		$42.7M Buy
399,911
+5,395
+1% +$572K 8.06% 3
2025
Q3 		$41.2M Buy
394,516
+5,173
+1% +$515K 8.04% 3
2025
Q2 		$37.1M Sell
389,343
-10,036
-3% -$860K 7.85% 3
2025
Q1 		$32.1M Buy
399,379
+15,052
+4% +$1.31M 7.18% 3
2024
Q4 		$33.8M Buy
384,327
+24,757
+7% +$2.14M 7.69% 3
2024
Q3 		$29.8M Buy
359,570
+40,194
+13% +$3.21M 7.37% 3
2024
Q2 		$25.6M Buy
319,376
+37,536
+13% +$2.8M 9.39% 2
2024
Q1 		$20.6M Buy
281,840
+1,984
+0.7% +$138K 8.44% 4
2023
Q4 		$18.2M Sell
279,856
-103,041
-27% -$6.35M 7.59% 5
2023
Q3 		$22.7M Buy
382,897
+10,558
+3% +$647K 10.33% 2
2023
Q2 		$22.7M Buy
372,339
+5,514
+2% +$316K 10.08% 2
2023
Q1 		$20.3M Buy
366,825
+8,761
+2% +$464K 9.91% 2
2022
Q4 		$18.1M Buy
358,064
+11,174
+3% +$581K 9.32% 2
2022
Q3 		$17.4M Buy
346,890
+22,239
+7% +$1.25M 9.7% 2
2022
Q2 		$17M Buy
324,651
+39,703
+14% +$2.28M 9.23% 2
2022
Q1 		$18.9M Buy
284,948
+92,608
+48% +$6.03M 9.68% 2
2021
Q4 		$13.9M Buy
192,340
+136,468
+244% +$9.53M 6.76% 6
2021
Q3 		$3.58M Buy
55,872
+20,270
+57% +$1.34M 2.29% 10
2021
Q2 		$2.24M Buy
35,602
+552
+2% +$33.1K 1.47% 11
2021
Q1 		$1.98M Buy
35,050
+391
+1% +$21.9K 1.4% 11
2020
Q4 		$1.92M Buy
34,659
+15,456
+80% +$812K 1.44% 10
2020
Q3 		$962K Buy
+19,203
New +$941K 0.76% 19
2019
Q4 		– Sell
-234
Closed -$9.1K – 556
2019
Q3 		$9.1K Buy
+234
New +$9.14K 0.01% 288

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

Garrett Wealth Advisory Group's SPYG Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.94% in Q2 2026, buying an estimated $439K and bringing the position to 412,059 shares worth $49M. The position accounts for 7.54% of the portfolio, ranked #3.

Garrett Wealth Advisory Group first reported a position in SPYG in Q3 2019 and has held it in 25 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Garrett Wealth Advisory Group held 412,059 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $49M as of Q2 2026.
  • Garrett Wealth Advisory Group bought 3,844 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $439K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.54% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Garrett Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.