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Milestones Private Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Milestones Private Investment Advisors’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 		$9.26M Buy
77,827
+52,446
+207% +$6M 7.37% 2
2026
Q1 		$2.49M Buy
25,381
+1,828
+8% +$190K 2.19% 19
2025
Q4 		$2.51M Sell
23,553
-2,119
-8% -$225K 1.73% 22
2025
Q3 		$2.68M Buy
25,672
+118
+0.5% +$11.8K 1.83% 17
2025
Q2 		$2.44M Buy
+25,554
New +$2.19M 1.8% 16

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Milestones Private Investment Advisors's SPYG Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 207% in Q2 2026, buying an estimated $6M and bringing the position to 77,827 shares worth $9.26M. The position accounts for 7.37% of the portfolio, ranked #2.

Milestones Private Investment Advisors first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Milestones Private Investment Advisors held 77,827 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.26M as of Q2 2026.
  • Milestones Private Investment Advisors bought 52,446 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.37% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Milestones Private Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.