HWA
SPYG icon

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

HHM Wealth Advisors’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 		$227K Hold
1,905
– – 0.02% 198
2026
Q1 		$187K Sell
1,905
-935
-33% -$97.4K 0.02% 202
2025
Q4 		$303K Sell
2,840
-190
-6% -$20.1K 0.04% 154
2025
Q3 		$317K Hold
3,030
– – 0.04% 161
2025
Q2 		$289K Hold
3,030
– – 0.03% 164
2025
Q1 		$244K Sell
3,030
-1,685
-36% -$147K 0.03% 165
2024
Q4 		$414K Hold
4,715
– – 0.06% 120
2024
Q3 		$391K Hold
4,715
– – 0.06% 108
2024
Q2 		$378K Hold
4,715
– – 0.06% 108
2024
Q1 		$345K Hold
4,715
– – 0.06% 101
2023
Q4 		$307K Sell
4,715
-1,545
-25% -$95.3K 0.05% 99
2023
Q3 		$371K Sell
6,260
-4,292
-41% -$263K 0.07% 81
2023
Q2 		$644K Buy
10,552
+27
+0.3% +$1.55K 0.12% 62
2023
Q1 		$583K Sell
10,525
-1,195
-10% -$63.3K 0.12% 64
2022
Q4 		$594K Buy
+11,720
New +$610K 0.14% 61

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HHM Wealth Advisors's SPYG Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 1,905 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #198.

HHM Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $644K in Q2 2023. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • HHM Wealth Advisors held 1,905 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $227K as of Q2 2026.
  • HHM Wealth Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • HHM Wealth Advisors 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.
  • HHM Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $644K in Q2 2023.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.