GPWM
SPYG icon

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

Grant Private 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 		$1.69M Sell
14,206
-1,315
-8% -$150K 0.71% 27
2026
Q1 		$1.52M Sell
15,521
-50
-0.3% -$5.21K 0.81% 21
2025
Q4 		$1.66M Sell
15,571
-60
-0.4% -$6.36K 1% 26
2025
Q3 		$1.63M Buy
+15,631
New +$1.56M 1.01% 24
2025
Q2 		– Sell
-16,580
Closed -$1.33M – 136
2025
Q1 		$1.33M Sell
16,580
-1,015
-6% -$88.6K 1.44% 19
2024
Q4 		$1.55M Buy
+17,595
New +$1.52M 1.67% 17

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Grant Private Wealth Management's SPYG Position: Q2 2026 in Review

Grant Private Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.5% in Q2 2026, selling an estimated $150K and leaving 14,206 shares worth $1.69M. The position accounts for 0.71% of the portfolio, ranked #27.

Grant Private Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Grant Private Wealth Management held 14,206 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.69M as of Q2 2026.
  • Grant Private Wealth Management sold 1,315 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $150K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.71% of Grant Private Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Grant Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.