GWP
SPYG icon

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

Gateway Wealth Partners’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 		$8.54M Sell
71,776
-60,590
-46% -$6.93M 0.51% 44
2026
Q1 		$13M Buy
132,366
+74,367
+128% +$7.74M 0.51% 43
2025
Q4 		$6.19M Buy
57,999
+2,182
+4% +$231K 0.69% 41
2025
Q3 		$5.83M Buy
55,817
+2,201
+4% +$219K 0.79% 37
2025
Q2 		$5.11M Buy
53,616
+27,802
+108% +$2.38M 0.97% 27
2025
Q1 		$2.07M Buy
25,814
+2,370
+10% +$207K 0.47% 62
2024
Q4 		$2.06M Sell
23,444
-791
-3% -$68.3K 0.53% 51
2024
Q3 		$2.01M Sell
24,235
-1,403
-5% -$112K 0.55% 47
2024
Q2 		$2.05M Buy
25,638
+2,675
+12% +$200K 0.62% 42
2024
Q1 		$1.68M Buy
22,963
+4,061
+21% +$283K 0.6% 43
2023
Q4 		$1.23M Sell
18,902
-2,476
-12% -$153K 0.5% 55
2023
Q3 		$1.27M Sell
21,378
-9,161
-30% -$561K 0.23% 71
2023
Q2 		$1.86M Buy
30,539
+2,962
+11% +$170K 0.33% 58
2023
Q1 		$1.53M Buy
27,577
+6,207
+29% +$329K 0.23% 64
2022
Q4 		$1.08M Buy
+21,370
New +$1.11M 0.19% 61

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

Gateway Wealth Partners's SPYG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 46% in Q2 2026, selling an estimated $6.93M and leaving 71,776 shares worth $8.54M. The position accounts for 0.51% of the portfolio, ranked #44.

Gateway Wealth Partners first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Gateway Wealth Partners held 71,776 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.54M as of Q2 2026.
  • Gateway Wealth Partners sold 60,590 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.93M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.51% of Gateway Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13M in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.