Hobart Private Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Hobart Private Capital’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	$18.4M	Buy	154,249 +3,219	+2%	+$368K	3.15%	4
2026 Q1	$14.8M	Buy	151,030 +393	+0.3%	+$40.9K	2.91%	6
2025 Q4	$16.1M	Sell	150,637 -3,564	-2%	-$378K	3.14%	7
2025 Q3	$16.1M	Sell	154,201 -11,022	-7%	-$1.1M	3.37%	5
2025 Q2	$15.7M	Sell	165,223 -30,972	-16%	-$2.66M	3.57%	6
2025 Q1	$15.8M	Sell	196,195 -7,093	-3%	-$619K	3.94%	7
2024 Q4	$17.9M	Sell	203,288 -4,062	-2%	-$351K	4.44%	5
2024 Q3	$17.2M	Buy	207,350 +2,818	+1%	+$225K	4.4%	5
2024 Q2	$16.4M	Buy	204,532 +75,124	+58%	+$5.61M	4.66%	5
2024 Q1	$9.47M	Buy	129,408 +69,186	+115%	+$4.82M	2.89%	11
2023 Q4	$3.92M	Buy	60,222 +943	+2%	+$58.2K	1.3%	21
2023 Q3	$3.51M	Buy	59,279 +54,582	+1,162%	+$3.34M	1.33%	18
2023 Q2	$287K	Buy	4,697 +16	+0.3%	+$917	0.11%	36
2023 Q1	$259K	Buy	4,681 +12	+0.3%	+$635	0.1%	34
2022 Q4	$237K	Buy	+4,669	New	+$243K	0.16%	32

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 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 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

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

Hobart Private Capital's SPYG Position: Q2 2026 in Review

Hobart Private Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q2 2026, buying an estimated $368K and bringing the position to 154,249 shares worth $18.4M. The position accounts for 3.15% of the portfolio, ranked #4.

Hobart Private Capital first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Hobart Private Capital held 154,249 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.4M as of Q2 2026.
Hobart Private Capital bought 3,219 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $368K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 3.15% of Hobart Private Capital's portfolio in Q2 2026, its #4 holding.
Hobart Private Capital 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.
715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.