HWM
SPYG icon

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

HB 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 		$291M Sell
2,445,430
-321,694
-12% -$36.8M 1.63% 10
2026
Q1 		$251M Sell
2,767,124
-2,014,808
-42% -$210M 1.63% 10
2025
Q4 		$489M Buy
4,781,932
+12,568
+0.3% +$1.33M 3.16% 6
2025
Q3 		$480M Buy
4,769,364
+402,591
+9% +$40.1M 3.25% 6
2025
Q2 		$416M Sell
4,366,773
-421,716
-9% -$36.2M 3.31% 5
2025
Q1 		$372M Buy
4,788,489
+153,895
+3% +$13.4M 3.11% 4
2024
Q4 		$394M Buy
4,634,594
+58,372
+1% +$5.04M 4.02% 4
2024
Q3 		$367M Buy
4,576,222
+169,181
+4% +$13.5M 3.93% 4
2024
Q2 		$342M Buy
4,407,041
+257,647
+6% +$19.2M 3.99% 4
2024
Q1 		$295M Buy
4,149,394
+238,356
+6% +$16.6M 3.71% 5
2023
Q4 		$247M Buy
3,911,038
+84,644
+2% +$5.22M 3.55% 5
2023
Q3 		$220M Buy
3,826,394
+193,441
+5% +$11.8M 3.56% 5
2023
Q2 		$215M Buy
3,632,953
+129,137
+4% +$7.4M 3.44% 5
2023
Q1 		$186M Buy
3,503,816
+243,754
+7% +$12.9M 3.23% 6
2022
Q4 		$161M Buy
3,260,062
+61,813
+2% +$3.22M 2.92% 6
2022
Q3 		$160M Buy
3,198,249
+8,722
+0.3% +$491K 3.41% 6
2022
Q2 		$167M Buy
3,189,527
+174,943
+6% +$10M 3.42% 6
2022
Q1 		$200M Buy
3,014,584
+316,023
+12% +$20.6M 3.7% 5
2021
Q4 		$196M Buy
+2,698,561
New +$188M 3.93% 6

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

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

HB Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $36.8M and leaving 2,445,430 shares worth $291M. The position accounts for 1.63% of the portfolio, ranked #10.

HB Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $489M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • HB Wealth Management held 2,445,430 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $291M as of Q2 2026.
  • HB Wealth Management sold 321,694 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $36.8M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.63% of HB Wealth Management's portfolio in Q2 2026, its #10 holding.
  • HB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $489M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.