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Higgins & Schmidt Wealth Strategies’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$41.4M Buy
348,013
+15,668
+5% +$1.79M 17.09% 1
2026
Q1 		$32.5M Buy
332,345
+2,916
+0.9% +$304K 14.86% 2
2025
Q4 		$35.2M Buy
329,429
+7,944
+2% +$842K 16.65% 1
2025
Q3 		$33.6M Sell
321,485
-7,072
-2% -$704K 16.97% 1
2025
Q2 		$31.3M Buy
328,557
+6,175
+2% +$529K 17.34% 1
2025
Q1 		$25.9M Buy
322,382
+4,633
+1% +$404K 15.3% 1
2024
Q4 		$27.9M Buy
317,749
+66,315
+26% +$5.73M 17.42% 1
2024
Q3 		$20.9M Buy
251,434
+1,294
+0.5% +$103K 13.46% 2
2024
Q2 		$20M Sell
250,140
-5,780
-2% -$432K 14.45% 2
2024
Q1 		$18.7M Buy
255,920
+3,768
+1% +$262K 13.81% 2
2023
Q4 		$16.4M Buy
+252,152
New +$15.5M 13.21% 2

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Higgins & Schmidt Wealth Strategies's SPYG Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q2 2026, buying an estimated $1.79M and bringing the position to 348,013 shares worth $41.4M. The position accounts for 17.09% of the portfolio, ranked #1.

Higgins & Schmidt Wealth Strategies first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 348,013 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $41.4M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 15,668 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.79M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 17.09% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 718 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.