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

Juncture 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	$615K	Sell	5,166 -15	-0.3%	-$1.72K	0.16%	99
2026 Q1	$507K	Sell	5,181 -994	-16%	-$104K	0.17%	77
2025 Q4	$659K	Sell	6,175 -1,554	-20%	-$165K	0.22%	64
2025 Q3	$808K	Sell	7,729 -2,246	-23%	-$224K	0.27%	54
2025 Q2	$951K	Sell	9,975 -3,682	-27%	-$316K	0.34%	51
2025 Q1	$1.1M	Sell	13,657 -754	-5%	-$65.8K	0.43%	37
2024 Q4	$1.27M	Sell	14,411 -771	-5%	-$66.6K	0.47%	34
2024 Q3	$1.26M	Sell	15,182 -1,009	-6%	-$80.7K	0.49%	33
2024 Q2	$1.3M	Sell	16,191 -459	-3%	-$34.3K	0.54%	29
2024 Q1	$1.22M	Sell	16,650 -2,085	-11%	-$145K	0.52%	33
2023 Q4	$1.22M	Sell	18,735 -800	-4%	-$49.3K	0.55%	35
2023 Q3	$1.16M	Sell	19,535 -7,369	-27%	-$451K	0.57%	39
2023 Q2	$1.64M	Buy	26,904 +2,423	+10%	+$139K	0.77%	31
2023 Q1	$1.36M	Sell	24,481 -4,433	-15%	-$235K	0.67%	30
2022 Q4	$1.47M	Buy	28,914 +791	+3%	+$41.2K	0.7%	32
2022 Q3	$1.41M	Buy	28,123 +7,253	+35%	+$408K	0.7%	32
2022 Q2	$1.09M	Sell	20,870 -8,129	-28%	-$466K	0.54%	35
2022 Q1	$1.92M	Buy	+28,999	New	+$1.89M	0.91%	26

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.29% in Q2 2026, selling an estimated $1.72K and leaving 5,166 shares worth $615K. The position accounts for 0.16% of the portfolio, ranked #99.

Juncture Wealth Strategies first reported a position in SPYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q1 2022. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Juncture Wealth Strategies held 5,166 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $615K as of Q2 2026.
Juncture Wealth Strategies sold 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.72K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Juncture Wealth Strategies's portfolio in Q2 2026, its #99 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Juncture Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.92M in Q1 2022.
968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.