JWA
SPYG icon

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

JFS Wealth 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 		$493K Buy
4,140
+1,207
+41% +$138K 0.02% 229
2026
Q1 		$287K Sell
2,933
-396
-12% -$41.2K 0.02% 281
2025
Q4 		$355K Sell
3,329
-353
-10% -$37.4K 0.02% 256
2025
Q3 		$385K Sell
3,682
-1,138
-24% -$113K 0.02% 251
2025
Q2 		$459K Sell
4,820
-1,168
-20% -$100K 0.03% 213
2025
Q1 		$481K Sell
5,988
-199
-3% -$17.4K 0.03% 203
2024
Q4 		$544K Sell
6,187
-2,530
-29% -$219K 0.04% 189
2024
Q3 		$723K Sell
8,717
-13
-0.1% -$1.04K 0.05% 170
2024
Q2 		$700K Buy
8,730
+600
+7% +$44.8K 0.06% 138
2024
Q1 		$595K Sell
8,130
-428
-5% -$29.8K 0.05% 148
2023
Q4 		$557K Sell
8,558
-678
-7% -$41.8K 0.05% 145
2023
Q3 		$548K Buy
9,236
+1,549
+20% +$94.9K 0.05% 145
2023
Q2 		$469K Buy
7,687
+15
+0.2% +$859 0.04% 154
2023
Q1 		$425K Buy
7,672
+4,182
+120% +$221K 0.04% 157
2022
Q4 		$177K Buy
3,490
+2,885
+477% +$150K 0.02% 225
2022
Q3 		$30K Buy
605
+101
+20% +$5.68K ﹤0.01% 482
2022
Q2 		$26K Buy
504
+1
+0.2% +$57 ﹤0.01% 540
2022
Q1 		$33K Sell
503
-499
-50% -$32.5K ﹤0.01% 506
2021
Q4 		$73K Buy
+1,002
New +$69.9K 0.01% 359
2021
Q1 		– Sell
-5
Closed – – 621
2020
Q4 		$0 Hold
5
– – ﹤0.01% 622
2020
Q3 		$0 Hold
5
– – ﹤0.01% 598
2020
Q2 		$0 Buy
+5
New +$208 ﹤0.01% 575

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

JFS Wealth Advisors's SPYG Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 41% in Q2 2026, buying an estimated $138K and bringing the position to 4,140 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #229.

JFS Wealth Advisors first reported a position in SPYG in Q2 2020 and has held it in 22 quarters since. The position peaked at $723K in Q3 2024. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • JFS Wealth Advisors held 4,140 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $493K as of Q2 2026.
  • JFS Wealth Advisors bought 1,207 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $138K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • JFS Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $723K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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