Ironwood Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Ironwood Financial’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	$374K	Sell	3,165 -332	-9%	-$38K	0.06%	136
2026 Q1	$342K	Buy	3,497 +20	+0.6%	+$2.08K	0.06%	129
2025 Q4	$377K	Sell	3,477 -22	-0.6%	-$2.33K	0.06%	126
2025 Q3	$366K	Sell	3,499 -751	-18%	-$74.8K	0.06%	128
2025 Q2	$342K	Hold	4,250	–	–	0.07%	127
2025 Q1	$342K	Buy	4,250 +153	+4%	+$13.4K	0.07%	127
2024 Q4	$360K	Buy	+4,097	New	+$354K	0.08%	120
2021 Q2	–	Sell	-1,705	Closed	-$96K	–	583
2021 Q1	$96K	Hold	1,705	–	–	0.03%	134
2020 Q4	$94K	Buy	+1,705	New	+$89.6K	0.04%	128

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

Ironwood Financial's SPYG Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.5% in Q2 2026, selling an estimated $38K and leaving 3,165 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #136.

Ironwood Financial first reported a position in SPYG in Q4 2020 and has held it in 9 quarters since. The position peaked at $377K in Q4 2025. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Ironwood Financial held 3,165 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $374K as of Q2 2026.
Ironwood Financial sold 332 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $38K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #136 holding.
Ironwood Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Ironwood Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $377K in Q4 2025.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.