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

Insight Wealth Strategies’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	$271K	Buy	2,292 +3	+0.1%	+$343	0.03%	165
2026 Q1	$224K	Sell	2,289 -604	-21%	-$62.9K	0.03%	170
2025 Q4	$309K	Sell	2,893 -703	-20%	-$74.5K	0.04%	141
2025 Q3	$376K	Buy	3,596 +4	+0.1%	+$398	0.04%	137
2025 Q2	$339K	Buy	3,592 +5	+0.1%	+$429	0.04%	138
2025 Q1	$288K	Buy	3,587 +6	+0.2%	+$524	0.04%	137
2024 Q4	$315K	Buy	3,581 +6	+0.2%	+$518	0.04%	134
2024 Q3	$296K	Buy	3,575 +6	+0.2%	+$480	0.04%	143
2024 Q2	$286K	Buy	3,569 +6	+0.2%	+$448	0.04%	145
2024 Q1	$261K	Buy	+3,563	New	+$248K	0.04%	150

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Insight Wealth Strategies's SPYG Position: Q2 2026 in Review

Insight Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.13% in Q2 2026, buying an estimated $343 and bringing the position to 2,292 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #165.

Insight Wealth Strategies first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $376K in Q3 2025. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Insight Wealth Strategies held 2,292 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $271K as of Q2 2026.
Insight Wealth Strategies bought 3 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $343.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #165 holding.
Insight Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $376K in Q3 2025.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.