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

Hoxton Planning & 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 		$7.44M Sell
62,540
-5,938
-9% -$679K 1.94% 7
2026
Q1 		$6.7M Buy
68,478
+2,071
+3% +$216K 2.01% 10
2025
Q4 		$7.09M Buy
66,407
+15,616
+31% +$1.66M 2.12% 8
2025
Q3 		$5.31M Buy
50,791
+8,200
+19% +$817K 1.71% 12
2025
Q2 		$4.06M Buy
42,591
+7,370
+21% +$632K 1.4% 18
2025
Q1 		$2.83M Buy
+35,221
New +$3.07M 1.08% 20

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
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Hoxton Planning & Management's SPYG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.7% in Q2 2026, selling an estimated $679K and leaving 62,540 shares worth $7.44M. The position accounts for 1.94% of the portfolio, ranked #7.

Hoxton Planning & Management first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Hoxton Planning & Management held 62,540 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.44M as of Q2 2026.
  • Hoxton Planning & Management sold 5,938 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $679K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.94% of Hoxton Planning & Management's portfolio in Q2 2026, its #7 holding.
  • Hoxton Planning & Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.