MWM
SPYG icon

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

Mission 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 		$4.04M Sell
33,948
-3,405
-9% -$389K 0.05% 203
2026
Q1 		$3.66M Sell
37,353
-2,642
-7% -$275K 0.08% 142
2025
Q4 		$4.27M Sell
39,995
-2,283
-5% -$242K 0.09% 128
2025
Q3 		$4.42M Sell
42,278
-1,766
-4% -$176K 0.09% 131
2025
Q2 		$4.2M Buy
44,044
+32,907
+295% +$2.82M 0.09% 133
2025
Q1 		$895K Sell
11,137
-12,047
-52% -$1.05M 0.02% 332
2024
Q4 		$2.04M Sell
23,184
-180
-0.8% -$15.6K 0.05% 179
2024
Q3 		$1.94M Buy
23,364
+413
+2% +$33K 0.05% 183
2024
Q2 		$1.84M Hold
22,951
– – 0.05% 180
2024
Q1 		$1.68M Buy
22,951
+60
+0.3% +$4.18K 0.04% 203
2023
Q4 		$1.49M Sell
22,891
-320
-1% -$19.7K 0.05% 183
2023
Q3 		$1.38M Buy
23,211
+342
+1% +$20.9K 0.05% 182
2023
Q2 		$1.4M Buy
22,869
+89
+0.4% +$5.1K 0.05% 177
2023
Q1 		$1.26M Hold
22,780
– – 0.05% 189
2022
Q4 		$1.15M Buy
+22,780
New +$1.19M 0.06% 189

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mission Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.1% in Q2 2026, selling an estimated $389K and leaving 33,948 shares worth $4.04M. The position accounts for 0.05% of the portfolio, ranked #203.

Mission Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.42M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Mission Wealth Management held 33,948 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.04M as of Q2 2026.
  • Mission Wealth Management sold 3,405 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $389K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Mission Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.42M in Q3 2025.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.