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SPYG icon

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

MBM Wealth Consultants’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 		$4.04M Sell
33,944
-2,826
-8% -$323K 0.78% 17
2026
Q1 		$3.6M Buy
36,770
+683
+2% +$71.1K 0.83% 17
2025
Q4 		$3.85M Buy
36,087
+914
+3% +$96.9K 0.92% 15
2025
Q3 		$3.68M Sell
35,173
-1,668
-5% -$166K 0.91% 15
2025
Q2 		$3.51M Buy
36,841
+290
+0.8% +$24.9K 0.94% 14
2025
Q1 		$2.94M Buy
36,551
+712
+2% +$62.2K 0.87% 16
2024
Q4 		$3.15M Buy
35,839
+992
+3% +$85.7K 0.94% 15
2024
Q3 		$2.89M Sell
34,847
-859
-2% -$68.7K 0.91% 15
2024
Q2 		$2.97M Buy
35,706
+2,386
+7% +$178K 1.01% 15
2024
Q1 		$2.44M Buy
33,320
+909
+3% +$63.3K 0.86% 16
2023
Q4 		$2.23M Buy
32,411
+1,513
+5% +$93.3K 0.83% 16
2023
Q3 		$1.87M Buy
30,898
+2,001
+7% +$123K 0.81% 16
2023
Q2 		$1.76M Buy
28,897
+8,798
+44% +$504K 0.75% 19
2023
Q1 		$1.53M Hold
20,099
– – 0.62% 22
2022
Q4 		$1.01M Buy
20,099
+2,669
+15% +$139K 0.47% 25
2022
Q3 		$894K Buy
17,430
+373
+2% +$21K 0.43% 26
2022
Q2 		$892K Buy
17,057
+724
+4% +$41.5K 0.44% 25
2022
Q1 		$1.08M Buy
16,333
+8,887
+119% +$578K 0.45% 28
2021
Q4 		$540K Sell
7,446
-5
-0.1% -$349 0.22% 59
2021
Q3 		$477K Buy
7,451
+285
+4% +$18.8K 0.22% 63
2021
Q2 		$452K Sell
7,166
-85
-1% -$5.1K 0.21% 63
2021
Q1 		$408K Buy
7,251
+83
+1% +$4.65K 0.21% 64
2020
Q4 		$397K Buy
7,168
+97
+1% +$5.1K 0.22% 57
2020
Q3 		$354K Sell
7,071
-20
-0.3% -$980 0.23% 57
2020
Q2 		$319K Buy
+7,091
New +$295K 0.22% 58

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

MBM Wealth Consultants's SPYG Position: Q2 2026 in Review

MBM Wealth Consultants reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.7% in Q2 2026, selling an estimated $323K and leaving 33,944 shares worth $4.04M. The position accounts for 0.78% of the portfolio, ranked #17.

MBM Wealth Consultants first reported a position in SPYG in Q2 2020 and has held it in 25 quarters since. 708 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • MBM Wealth Consultants held 33,944 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.04M as of Q2 2026.
  • MBM Wealth Consultants sold 2,826 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $323K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.78% of MBM Wealth Consultants's portfolio in Q2 2026, its #17 holding.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 708 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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