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

Mascoma 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	$190K	Hold	1,600	–	–	0.04%	98
2026 Q1	$157K	Hold	1,600	–	–	0.03%	108
2025 Q4	$171K	Hold	1,600	–	–	0.04%	97
2025 Q3	$167K	Hold	1,600	–	–	0.04%	104
2025 Q2	$153K	Hold	1,600	–	–	0.04%	101
2025 Q1	$129K	Hold	1,600	–	–	0.03%	116
2024 Q4	$141K	Hold	1,600	–	–	0.04%	113
2024 Q3	$133K	Hold	1,600	–	–	0.03%	116
2024 Q2	$128K	Hold	1,600	–	–	0.03%	118
2024 Q1	$117K	Hold	1,600	–	–	0.03%	127
2023 Q4	$104K	Hold	1,600	–	–	0.03%	137
2023 Q3	$94.8K	Hold	1,600	–	–	0.03%	138
2023 Q2	$98.2K	Hold	1,600	–	–	0.03%	141
2023 Q1	$89.8K	Hold	1,600	–	–	0.03%	175
2022 Q4	$81.1K	Hold	1,600	–	–	0.03%	185
2022 Q3	$80K	Hold	1,600	–	–	0.03%	186
2022 Q2	$84K	Hold	1,600	–	–	0.03%	188
2022 Q1	$106K	Buy	+1,600	New	+$104K	0.03%	176

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mascoma Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 1,600 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #98.

Mascoma Wealth Management first reported a position in SPYG in Q1 2022 and has held it in 18 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Mascoma Wealth Management held 1,600 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $190K as of Q2 2026.
Mascoma Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #98 holding.
Mascoma Wealth Management 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.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.