Geneos Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.1M | Buy |
303,229
+610
| +0.2% | +$69.7K | 0.74% | 21 |
|
|
2026
Q1 | $29.6M | Sell |
302,619
-24,070
| -7% | -$2.51M | 0.69% | 27 |
|
|
2025
Q4 | $34.9M | Buy |
326,689
+7,306
| +2% | +$774K | 0.85% | 18 |
|
|
2025
Q3 | $33.4M | Sell |
319,383
-360
| -0.1% | -$35.9K | 0.85% | 19 |
|
|
2025
Q2 | $30.5M | Buy |
319,743
+41,748
| +15% | +$3.58M | 0.74% | 17 |
|
|
2025
Q1 | $22.3M | Sell |
277,995
-39,714
| -13% | -$3.47M | 0.75% | 20 |
|
|
2024
Q4 | $27.9M | Buy |
317,709
+37,693
| +13% | +$3.26M | 0.98% | 13 |
|
|
2024
Q3 | $23.2M | Sell |
280,016
-9,084
| -3% | -$726K | 0.89% | 17 |
|
|
2024
Q2 | $23.2M | Buy |
289,100
+36,769
| +15% | +$2.75M | 1.03% | 13 |
|
|
2024
Q1 | $18.5M | Buy |
252,331
+16,453
| +7% | +$1.15M | 0.85% | 20 |
|
|
2023
Q4 | $15.3M | Buy |
235,878
+448
| +0.2% | +$27.6K | 0.76% | 22 |
|
|
2023
Q3 | $14M | Buy |
235,430
+25,808
| +12% | +$1.58M | 0.72% | 25 |
|
|
2023
Q2 | $12.8M | Buy |
209,622
+26,046
| +14% | +$1.49M | 0.67% | 27 |
|
|
2023
Q1 | $10.2M | Buy |
183,576
+38,932
| +27% | +$2.06M | 0.62% | 25 |
|
|
2022
Q4 | $7.33M | Buy |
144,644
+7,713
| +6% | +$401K | 0.44% | 39 |
|
|
2022
Q3 | $6.86M | Buy |
136,931
+15,728
| +13% | +$885K | 0.47% | 38 |
|
|
2022
Q2 | $6.38M | Buy |
121,203
+19,185
| +19% | +$1.1M | 0.32% | 67 |
|
|
2022
Q1 | $6.75M | Buy |
102,018
+6,185
| +6% | +$402K | 0.29% | 72 |
|
|
2021
Q4 | $6.95M | Buy |
95,833
+7,141
| +8% | +$499K | 0.26% | 86 |
|
|
2021
Q3 | $5.74M | Buy |
88,692
+2,690
| +3% | +$178K | 0.22% | 105 |
|
|
2021
Q2 | $5.5M | Sell |
86,002
-181,900
| -68% | -$10.9M | 0.21% | 105 |
|
|
2021
Q1 | $16.1M | Sell |
267,902
-5,088
| -2% | -$285K | 0.45% | 49 |
|
|
2020
Q4 | $4.93M | Buy |
272,990
+221,711
| +432% | +$11.7M | 0.2% | 124 |
|
|
2020
Q3 | $2.52M | Buy |
51,279
+3,757
| +8% | +$184K | 0.13% | 171 |
|
|
2020
Q2 | $2.07M | Buy |
47,522
+3,732
| +9% | +$155K | 0.12% | 184 |
|
|
2020
Q1 | $1.53M | Buy |
43,790
+9,354
| +27% | +$383K | 0.1% | 194 |
|
|
2019
Q4 | $1.45M | Sell |
34,436
-805
| -2% | -$32.3K | 0.08% | 246 |
|
|
2019
Q3 | $1.36M | Buy |
35,241
+1,217
| +4% | +$47.6K | 0.08% | 232 |
|
|
2019
Q2 | $1.32M | Sell |
34,024
-460
| -1% | -$17.5K | 0.08% | 230 |
|
|
2019
Q1 | $1.28M | Buy |
34,484
+5,669
| +20% | +$200K | 0.08% | 232 |
|
|
2018
Q4 | $926K | Buy |
28,815
+4,868
| +20% | +$170K | 0.07% | 259 |
|
|
2018
Q3 | $915K | Buy |
23,947
+10,901
| +84% | +$405K | 0.06% | 275 |
|
|
2018
Q2 | $458K | Buy |
13,046
+380
| +3% | +$13.2K | 0.04% | 341 |
|
|
2018
Q1 | $424K | Buy |
12,666
+8,609
| +212% | +$297K | 0.04% | 338 |
|
|
2017
Q4 | $133K | Buy |
+4,057
| New | +$131K | 0.01% | 656 |
|
Other funds holding SPYG
AF
HI
Geneos Wealth Management's SPYG Position: Q2 2026 in Review
Geneos Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.2% in Q2 2026, buying an estimated $69.7K and bringing the position to 303,229 shares worth $36.1M. The position accounts for 0.74% of the portfolio, ranked #21.
Geneos Wealth Management first reported a position in SPYG in Q4 2017 and has held it in 35 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.
- Geneos Wealth Management held 303,229 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $36.1M as of Q2 2026.
- Geneos Wealth Management bought 610 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $69.7K.
- State Street SPDR Portfolio S&P 500 Growth ETF made up 0.74% of Geneos Wealth Management's portfolio in Q2 2026, its #21 holding.
- Geneos Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.