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

Members 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	$9.51M	Sell	79,901 -8,821	-10%	-$1.01M	5.21%	3
2026 Q1	$9.92M	Buy	88,722 +3,053	+4%	+$318K	5.92%	3
2025 Q4	$9.22M	Sell	85,669 -720	-0.8%	-$76.3K	5.78%	3
2025 Q3	$9.07M	Buy	+86,389	New	+$8.6M	5.74%	3
2025 Q1	$6.62M	Buy	82,390 +4,080	+5%	+$356K	5%	3
2024 Q4	$7.12M	Buy	+78,310	New	+$6.77M	5.32%	3
2024 Q2	$8.01M	Buy	+84,202	New	+$6.29M	5.37%	4

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

Members Wealth's SPYG Position: Q2 2026 in Review

Members Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.9% in Q2 2026, selling an estimated $1.01M and leaving 79,901 shares worth $9.51M. The position accounts for 5.21% of the portfolio, ranked #3.

Members Wealth first reported a position in SPYG in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.92M in Q1 2026. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Members Wealth held 79,901 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.51M as of Q2 2026.
Members Wealth sold 8,821 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.21% of Members Wealth's portfolio in Q2 2026, its #3 holding.
Members Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.92M in Q1 2026.
715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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