Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Measured Wealth Private Client 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	$20.7M	Buy	173,973 +124,249	+250%	+$14.2M	5%	2
2026 Q1	$4.87M	Sell	49,724 -5,858	-11%	-$610K	1.33%	17
2025 Q4	$5.93M	Sell	55,582 -13,476	-20%	-$1.43M	1.57%	15
2025 Q3	$7.22M	Sell	69,058 -1,246	-2%	-$124K	1.95%	11
2025 Q2	$6.7M	Sell	70,304 -5,443	-7%	-$467K	2.01%	11
2025 Q1	$6.09M	Sell	75,747 -6,272	-8%	-$548K	1.95%	12
2024 Q4	$7.21M	Sell	82,019 -34,563	-30%	-$2.99M	2.33%	10
2024 Q3	$9.67M	Sell	116,582 -301,969	-72%	-$24.1M	3.23%	9
2024 Q2	$33.5M	Sell	418,551 -21,471	-5%	-$1.6M	11.78%	1
2024 Q1	$32.2M	Sell	440,022 -13,946	-3%	-$971K	11.24%	2
2023 Q4	$29.5M	Sell	453,968 -11,776	-3%	-$726K	10.88%	2
2023 Q3	$27.6M	Sell	465,744 -4,044	-0.9%	-$248K	11.1%	2
2023 Q2	$28.7M	Sell	469,788 -113,697	-19%	-$6.51M	10.89%	2
2023 Q1	$32.3M	Sell	583,485 -3,040	-0.5%	-$161K	12.44%	2
2022 Q4	$29.7M	Sell	586,525 -44,685	-7%	-$2.33M	12.24%	2
2022 Q3	$31.6M	Sell	631,210 -39,314	-6%	-$2.21M	13.97%	1
2022 Q2	$35.1M	Sell	670,524 -24,309	-3%	-$1.39M	15.48%	1
2022 Q1	$46M	Buy	694,833 +27,795	+4%	+$1.81M	16.91%	1
2021 Q4	$48.3M	Buy	667,038 +54,773	+9%	+$3.82M	17.08%	1
2021 Q3	$39.2M	Buy	612,265 +51,692	+9%	+$3.41M	15.09%	1
2021 Q2	$35.3M	Buy	560,573 +7,039	+1%	+$422K	11.24%	2
2021 Q1	$31.2M	Buy	553,534 +8,101	+1%	+$454K	11.07%	2
2020 Q4	$30.2M	Sell	545,433 -6,813	-1%	-$358K	12.56%	2
2020 Q3	$27.7M	Sell	552,246 -72,947	-12%	-$3.58M	13.39%	2
2020 Q2	$28.1M	Buy	625,193 +128,475	+26%	+$5.34M	16.39%	1
2020 Q1	$17.8M	Buy	496,718 +13,010	+3%	+$533K	13.82%	2
2019 Q4	$20.3M	Sell	483,708 -93,297	-16%	-$3.74M	13.52%	2
2019 Q3	$22.4M	Buy	577,005 +491,727	+577%	+$19.2M	14.51%	1
2019 Q2	$3.3M	Buy	+85,278	New	+$3.24M	1.91%	9
2018 Q4	–	Sell	-141	Closed	-$5K	–	617
2018 Q3	$5K	Buy	+141	New	+$5.24K	﹤0.01%	700

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

Measured Wealth Private Client Group's SPYG Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 250% in Q2 2026, buying an estimated $14.2M and bringing the position to 173,973 shares worth $20.7M. The position accounts for 5% of the portfolio, ranked #2.

Measured Wealth Private Client Group first reported a position in SPYG in Q3 2018 and has held it in 30 quarters since. The position peaked at $48.3M in Q4 2021. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Measured Wealth Private Client Group held 173,973 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.7M as of Q2 2026.
Measured Wealth Private Client Group bought 124,249 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.2M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #2 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 30 quarters since.
Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $48.3M in Q4 2021.
1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.