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SPYG icon

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

Melone Private Wealth’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 		$11.9M Sell
100,267
-2,115
-2% -$242K 4.54% 7
2026
Q1 		$10M Buy
102,382
+32
+0% +$3.33K 4.09% 8
2025
Q4 		$10.9M Sell
102,350
-24,584
-19% -$2.61M 4.63% 6
2025
Q3 		$13.3M Buy
126,934
+2,761
+2% +$275K 6.01% 6
2025
Q2 		$11.8M Buy
124,173
+3,728
+3% +$320K 6.02% 6
2025
Q1 		$9.68M Buy
120,445
+2,861
+2% +$250K 5.07% 6
2024
Q4 		$10.3M Sell
117,584
-10,852
-8% -$938K 5.36% 6
2024
Q3 		$10.7M Buy
128,436
+3,281
+3% +$262K 5.66% 6
2024
Q2 		$10M Buy
125,155
+973
+0.8% +$72.7K 5.94% 5
2024
Q1 		$9.08M Buy
124,182
+1,066
+0.9% +$74.2K 5.45% 6
2023
Q4 		$8.01M Sell
123,116
-13,173
-10% -$812K 5.1% 6
2023
Q3 		$8.08M Buy
136,289
+8,889
+7% +$544K 5.78% 5
2023
Q2 		$7.77M Buy
127,400
+9,403
+8% +$539K 5.48% 5
2023
Q1 		$6.52M Buy
117,997
+22,337
+23% +$1.18M 4.98% 7
2022
Q4 		$4.85M Buy
95,660
+2,119
+2% +$110K 4.11% 9
2022
Q3 		$4.91M Buy
93,541
+5,096
+6% +$287K 4.29% 9
2022
Q2 		$4.86M Buy
88,445
+2,055
+2% +$118K 4.11% 9
2022
Q1 		$5.23M Buy
86,390
+3,393
+4% +$221K 4.26% 7
2021
Q4 		$6.01M Buy
+82,997
New +$5.79M 4.53% 7

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

Melone Private Wealth's SPYG Position: Q2 2026 in Review

Melone Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q2 2026, selling an estimated $242K and leaving 100,267 shares worth $11.9M. The position accounts for 4.54% of the portfolio, ranked #7.

Melone Private Wealth first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.3M in Q3 2025. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Melone Private Wealth held 100,267 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.9M as of Q2 2026.
  • Melone Private Wealth sold 2,115 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $242K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.54% of Melone Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Melone Private Wealth 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.
  • Melone Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.3M in Q3 2025.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.