LOWM
SPYG icon

Laurel Oak Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Laurel Oak Wealth Management’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 		$398K Sell
3,349
-441
-12% -$50.4K 0.06% 240
2026
Q1 		$371K Buy
3,790
+43
+1% +$4.48K 0.06% 232
2025
Q4 		$400K Buy
+3,747
New +$397K 0.07% 223

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

Laurel Oak Wealth Management's SPYG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $50.4K and leaving 3,349 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #240.

Laurel Oak Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 392 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Laurel Oak Wealth Management held 3,349 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $398K as of Q2 2026.
  • Laurel Oak Wealth Management sold 441 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $50.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Laurel Oak Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $400K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.