IWB
SPYG icon

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

Innovative Wealth Building’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 		$643K Sell
5,401
-637
-11% -$72.8K 0.37% 42
2026
Q1 		$591K Sell
6,038
-11
-0.2% -$1.15K 0.42% 38
2025
Q4 		$645K Sell
6,049
-229
-4% -$24.3K 0.47% 36
2025
Q3 		$656K Buy
6,278
+299
+5% +$29.8K 0.51% 34
2025
Q2 		$570K Sell
5,979
-5,284
-47% -$453K 0.47% 34
2025
Q1 		$905K Sell
11,263
-395
-3% -$34.5K 0.83% 26
2024
Q4 		$1.02M Buy
+11,658
New +$1.01M 0.93% 21

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

Innovative Wealth Building's SPYG Position: Q2 2026 in Review

Innovative Wealth Building reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q2 2026, selling an estimated $72.8K and leaving 5,401 shares worth $643K. The position accounts for 0.37% of the portfolio, ranked #42.

Innovative Wealth Building first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Innovative Wealth Building held 5,401 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $643K as of Q2 2026.
  • Innovative Wealth Building sold 637 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $72.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.37% of Innovative Wealth Building's portfolio in Q2 2026, its #42 holding.
  • Innovative Wealth Building first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Wealth Building's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.02M in Q4 2024.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.