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

McNaughton 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	$5.85M	Buy	49,204 +1,211	+3%	+$138K	2.08%	13
2026 Q1	$4.7M	Buy	47,993 +1,336	+3%	+$139K	1.94%	17
2025 Q4	$4.98M	Buy	46,657 +822	+2%	+$87.1K	2.05%	14
2025 Q3	$4.79M	Buy	45,835 +1,052	+2%	+$105K	2.02%	14
2025 Q2	$4.27M	Buy	44,783 +392	+0.9%	+$33.6K	1.9%	17
2025 Q1	$3.57M	Sell	44,391 -113,627	-72%	-$9.92M	1.73%	18
2024 Q4	$13.9M	Buy	158,018 +50	+0%	+$4.32K	6.69%	4
2024 Q3	$13.1M	Sell	157,968 -5,038	-3%	-$403K	6.38%	5
2024 Q2	$13.1M	Sell	163,006 -4,543	-3%	-$339K	6.93%	4
2024 Q1	$12.3M	Sell	167,549 -934	-0.6%	-$65K	6.8%	5
2023 Q4	$11M	Buy	168,483 +7,915	+5%	+$488K	6.49%	5
2023 Q3	$9.52M	Buy	160,568 +2,228	+1%	+$136K	6.33%	5
2023 Q2	$9.66M	Buy	158,340 +9,016	+6%	+$516K	6.18%	5
2023 Q1	$8.27M	Buy	149,324 +11,577	+8%	+$613K	5.49%	6
2022 Q4	$6.98M	Buy	137,747 +20,644	+18%	+$1.07M	4.77%	7
2022 Q3	$5.87M	Buy	117,103 +64,887	+124%	+$3.65M	4.31%	8
2022 Q2	$2.73M	Buy	+52,216	New	+$2.99M	1.93%	16

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 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 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

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

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

McNaughton Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q2 2026, buying an estimated $138K and bringing the position to 49,204 shares worth $5.85M. The position accounts for 2.08% of the portfolio, ranked #13.

McNaughton Wealth Management first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.9M in Q4 2024. 672 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

McNaughton Wealth Management held 49,204 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.85M as of Q2 2026.
McNaughton Wealth Management bought 1,211 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $138K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.08% of McNaughton Wealth Management's portfolio in Q2 2026, its #13 holding.
McNaughton Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
McNaughton Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.9M in Q4 2024.
672 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.