MWM
SPYG icon

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

Marion 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 		$9.07M Sell
76,215
-46
-0.1% -$5.26K 1.85% 15
2026
Q1 		$7.47M Sell
76,261
-4,574
-6% -$476K 1.65% 16
2025
Q4 		$8.65M Buy
80,835
+440
+0.5% +$46.6K 1.92% 14
2025
Q3 		$8.4M Sell
80,395
-362
-0.4% -$36.1K 1.99% 14
2025
Q2 		$7.7M Buy
80,757
+1,343
+2% +$115K 1.93% 14
2025
Q1 		$6.38M Sell
79,414
-9,182
-10% -$802K 1.7% 14
2024
Q4 		$7.79M Sell
88,596
-255
-0.3% -$22K 2.07% 13
2024
Q3 		$7.37M Buy
88,851
+2,811
+3% +$225K 1.97% 13
2024
Q2 		$6.89M Buy
86,040
+2,394
+3% +$179K 2.02% 13
2024
Q1 		$6.12M Buy
83,646
+4,293
+5% +$299K 1.83% 13
2023
Q4 		$5.16M Sell
79,353
-5,051
-6% -$311K 1.65% 15
2023
Q3 		$5M Buy
84,404
+2,185
+3% +$134K 1.76% 14
2023
Q2 		$5.02M Buy
82,219
+3,801
+5% +$218K 1.78% 14
2023
Q1 		$4.34M Buy
78,418
+8,794
+13% +$466K 1.62% 16
2022
Q4 		$3.53M Buy
69,624
+14,319
+26% +$745K 1.49% 17
2022
Q3 		$2.77M Sell
55,305
-1,143
-2% -$64.3K 1.42% 17
2022
Q2 		$2.95M Buy
56,448
+8,830
+19% +$506K 1.55% 21
2022
Q1 		$3.15M Buy
47,618
+294
+0.6% +$19.1K 1.54% 19
2021
Q4 		$3.43M Buy
+47,324
New +$3.3M 1.63% 18

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Marion Wealth Management's SPYG Position: Q2 2026 in Review

Marion Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.06% in Q2 2026, selling an estimated $5.26K and leaving 76,215 shares worth $9.07M. The position accounts for 1.85% of the portfolio, ranked #15.

Marion Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 255 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Marion Wealth Management held 76,215 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.07M as of Q2 2026.
  • Marion Wealth Management sold 46 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.26K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.85% of Marion Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Marion Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.