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Laurel Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.13M Buy
9,481
+59
+0.6% +$6.75K 0.11% 110
2026
Q1 		$1.11M Buy
9,422
+140
+2% +$14.6K 0.11% 109
2025
Q4 		$990K Buy
9,282
+127
+1% +$13.5K 0.13% 113
2025
Q3 		$957K Buy
9,155
+177
+2% +$17.6K 0.13% 117
2025
Q2 		$856K Buy
8,978
+233
+3% +$20K 0.13% 116
2025
Q1 		$703K Buy
8,745
+260
+3% +$22.7K 0.11% 121
2024
Q4 		$746K Buy
8,485
+376
+5% +$32.5K 0.12% 115
2024
Q3 		$672K Sell
8,109
-797
-9% -$63.7K 0.11% 120
2024
Q2 		$714K Buy
8,906
+7
+0.1% +$523 0.12% 118
2024
Q1 		$651K Buy
8,899
+21
+0.2% +$1.46K 0.11% 119
2023
Q4 		$578K Buy
8,878
+248
+3% +$15.3K 0.11% 119
2023
Q3 		$512K Buy
8,630
+202
+2% +$12.4K 0.11% 119
2023
Q2 		$514K Buy
8,428
+455
+6% +$26.1K 0.1% 122
2023
Q1 		$441K Buy
7,973
+1,619
+25% +$85.7K 0.09% 127
2022
Q4 		$322K Sell
6,354
-866
-12% -$45.1K 0.07% 130
2022
Q3 		$362K Buy
7,220
+3,687
+104% +$207K 0.09% 125
2022
Q2 		$185K Buy
3,533
+3,318
+1,543% +$190K 0.04% 162
2022
Q1 		$14K Buy
215
+40
+23% +$2.6K ﹤0.01% 383
2021
Q4 		$13K Buy
175
+5
+3% +$349 ﹤0.01% 393
2021
Q3 		$11K Buy
170
+45
+36% +$2.97K ﹤0.01% 407
2021
Q2 		$8K Buy
125
+60
+92% +$3.6K ﹤0.01% 486
2021
Q1 		$4K Hold
65
– – ﹤0.01% 537
2020
Q4 		$4K Hold
65
– – ﹤0.01% 503
2020
Q3 		$3K Hold
65
– – ﹤0.01% 468
2020
Q2 		$3K Hold
65
– – ﹤0.01% 459
2020
Q1 		$2K Hold
65
– – ﹤0.01% 479
2019
Q4 		$3K Hold
65
– – ﹤0.01% 480
2019
Q3 		$3K Hold
65
– – ﹤0.01% 461
2019
Q2 		$3K Hold
65
– – ﹤0.01% 472
2019
Q1 		$2K Hold
65
– – ﹤0.01% 463
2018
Q4 		$2K Buy
+65
New +$2.27K ﹤0.01% 466

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SPYG Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.63% in Q2 2026, buying an estimated $6.75K and bringing the position to 9,481 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #110.

Laurel Wealth Advisors (North Carolina) first reported a position in SPYG in Q4 2018 and has held it in 31 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 9,481 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.13M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 59 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.75K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #110 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.