HPWM
SPYG icon

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

High Point 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 		$1.67K Hold
14
– – ﹤0.01% 246
2026
Q1 		$1.37K Hold
14
– – ﹤0.01% 246
2025
Q4 		$1.49K Buy
+14
New +$1.48K ﹤0.01% 238

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

High Point Wealth Management's SPYG Position: Q2 2026 in Review

High Point Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 14 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

High Point Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • High Point Wealth Management held 14 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.67K as of Q2 2026.
  • High Point Wealth Management 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 ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #246 holding.
  • High Point Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.