MFG
SPYG icon

Magnus Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Magnus Financial Group’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 		$17.5M Buy
146,984
+815
+0.6% +$93.2K 1.24% 17
2026
Q1 		$14.3M Sell
146,169
-277
-0.2% -$28.8K 1.16% 19
2025
Q4 		$15.6M Sell
146,446
-6,109
-4% -$648K 1.19% 16
2025
Q3 		$15.9M Buy
152,555
+244
+0.2% +$24.3K 1.26% 17
2025
Q2 		$14.5M Buy
152,311
+4,258
+3% +$365K 1.27% 19
2025
Q1 		$11.9M Buy
148,053
+3,645
+3% +$318K 1.15% 18
2024
Q4 		$12.7M Buy
144,408
+1,695
+1% +$146K 1.22% 19
2024
Q3 		$11.8M Buy
142,713
+1,142
+0.8% +$91.3K 1.2% 20
2024
Q2 		$11.3M Buy
141,571
+777
+0.6% +$58K 1.27% 20
2024
Q1 		$10.3M Sell
140,794
-2,118
-1% -$147K 1.22% 19
2023
Q4 		$9.3M Sell
142,912
-982
-0.7% -$60.6K 1.22% 19
2023
Q3 		$8.53M Sell
143,894
-3,713
-3% -$227K 1.24% 16
2023
Q2 		$9.01M Sell
147,607
-2,882
-2% -$165K 1.28% 17
2023
Q1 		$8.33M Sell
150,489
-615
-0.4% -$32.6K 1.27% 17
2022
Q4 		$7.66M Buy
+151,104
New +$7.86M 1.25% 19

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Magnus Financial Group's SPYG Position: Q2 2026 in Review

Magnus Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.56% in Q2 2026, buying an estimated $93.2K and bringing the position to 146,984 shares worth $17.5M. The position accounts for 1.24% of the portfolio, ranked #17.

Magnus Financial Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 362 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Magnus Financial Group held 146,984 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $17.5M as of Q2 2026.
  • Magnus Financial Group bought 815 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $93.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.24% of Magnus Financial Group's portfolio in Q2 2026, its #17 holding.
  • Magnus Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.