JWCA
SPYG icon

J.W. Cole Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

J.W. Cole Advisors’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 		$8.74M Buy
73,468
+10,949
+18% +$1.25M 0.15% 144
2026
Q1 		$6.12M Sell
62,519
-6,881
-10% -$717K 0.21% 95
2025
Q4 		$3.73M Sell
69,400
-1,665
-2% -$177K 0.09% 222
2025
Q3 		$7.43M Buy
71,065
+2,815
+4% +$280K 0.14% 146
2025
Q2 		$6.51M Buy
68,250
+36,288
+114% +$3.11M 0.14% 157
2025
Q1 		$2.57M Sell
31,962
-18,489
-37% -$1.61M 0.08% 251
2024
Q4 		$4.43M Buy
50,451
+7,926
+19% +$685K 0.18% 118
2024
Q3 		$3.53M Buy
42,525
+6,727
+19% +$538K 0.15% 143
2024
Q2 		$2.87M Sell
35,798
-6,938
-16% -$518K 0.14% 156
2024
Q1 		$3.13M Buy
42,736
+2,116
+5% +$147K 0.16% 141
2023
Q4 		$2.64M Buy
40,620
+6,319
+18% +$390K 0.15% 152
2023
Q3 		$2.03M Buy
34,301
+3,038
+10% +$186K 0.15% 157
2023
Q2 		$1.91M Buy
31,263
+4,347
+16% +$249K 0.14% 170
2023
Q1 		$1.49M Buy
26,916
+4,452
+20% +$236K 0.11% 220
2022
Q4 		$1.14M Sell
22,464
-2,038
-8% -$106K 0.09% 245
2022
Q3 		$1.23M Buy
24,502
+2,965
+14% +$167K 0.1% 223
2022
Q2 		$1.13M Buy
21,537
+3,929
+22% +$225K 0.09% 242
2022
Q1 		$1.17M Buy
17,608
+2,043
+13% +$133K 0.08% 263
2021
Q4 		$1.13M Buy
+15,565
New +$1.09M 0.07% 275
2021
Q3 		– Sell
-9,969
Closed -$628K – 733
2021
Q2 		$628K Buy
9,969
+433
+5% +$26K 0.05% 368
2021
Q1 		$538K Buy
9,536
+648
+7% +$36.3K 0.05% 370
2020
Q4 		$491K Sell
8,888
-1,463
-14% -$76.9K 0.05% 350
2020
Q3 		$519K Sell
10,351
-1,231
-11% -$60.3K 0.04% 411
2020
Q2 		$520K Buy
+11,582
New +$481K 0.08% 220
2020
Q1 		– Sell
-25,613
Closed -$1.07M – 448
2019
Q4 		$1.07M Buy
+25,613
New +$1.03M 0.14% 175

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
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
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

J.W. Cole Advisors's SPYG Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q2 2026, buying an estimated $1.25M and bringing the position to 73,468 shares worth $8.74M. The position accounts for 0.15% of the portfolio, ranked #144.

J.W. Cole Advisors first reported a position in SPYG in Q4 2019 and has held it in 25 quarters since. 384 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • J.W. Cole Advisors held 73,468 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.74M as of Q2 2026.
  • J.W. Cole Advisors bought 10,949 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.25M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of J.W. Cole Advisors's portfolio in Q2 2026, its #144 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.