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

Independent Wealth Network’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	$11.6M	Sell	97,609 -1,201	-1%	-$137K	2.95%	4
2026 Q1	$9.67M	Sell	98,810 -25,440	-20%	-$2.65M	2.87%	4
2025 Q4	$13.3M	Buy	124,250 +2,820	+2%	+$299K	4.05%	2
2025 Q3	$12.7M	Buy	121,430 +1,386	+1%	+$138K	4.08%	1
2025 Q2	$11.4M	Buy	120,044 +2,469	+2%	+$212K	4.16%	1
2025 Q1	$9.45M	Buy	117,575 +29	+0%	+$2.53K	3.77%	2
2024 Q4	$10.3M	Buy	117,546 +336	+0.3%	+$29K	4.19%	1
2024 Q3	$9.72M	Sell	117,210 -7,956	-6%	-$636K	4.3%	2
2024 Q2	$10M	Buy	125,166 +6,117	+5%	+$457K	4.67%	1
2024 Q1	$8.71M	Sell	119,049 -859	-0.7%	-$59.8K	4.08%	2
2023 Q4	$7.8M	Buy	119,908 +837	+0.7%	+$51.6K	4.1%	2
2023 Q3	$7.06M	Buy	119,071 +9,782	+9%	+$599K	4.34%	2
2023 Q2	$6.67M	Buy	109,289 +1,368	+1%	+$78.4K	4.01%	2
2023 Q1	$5.97M	Buy	107,921 +1,811	+2%	+$95.9K	3.82%	3
2022 Q4	$5.38M	Buy	106,110 +4,869	+5%	+$253K	3.68%	3
2022 Q3	$5.07M	Buy	101,241 +5,865	+6%	+$330K	3.96%	2
2022 Q2	$4.99M	Buy	95,376 +3,369	+4%	+$193K	3.59%	2
2022 Q1	$6.09M	Sell	92,007 -2,533	-3%	-$165K	3.87%	1
2021 Q4	$6.85M	Sell	94,540 -17,771	-16%	-$1.24M	4.22%	1
2021 Q3	$7.93M	Buy	+112,311	New	+$7.42M	5.19%	1

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

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

Independent Wealth Network's SPYG Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $137K and leaving 97,609 shares worth $11.6M. The position accounts for 2.95% of the portfolio, ranked #4.

Independent Wealth Network first reported a position in SPYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.3M in Q4 2025. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Independent Wealth Network held 97,609 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.6M as of Q2 2026.
Independent Wealth Network sold 1,201 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $137K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.95% of Independent Wealth Network's portfolio in Q2 2026, its #4 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.3M in Q4 2025.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.