MS
SPYG icon

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

Monetary Solutions’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 		$977K Buy
8,209
+135
+2% +$15.4K 0.84% 23
2026
Q1 		$791K Buy
8,074
+244
+3% +$25.4K 0.76% 24
2025
Q4 		$835K Buy
+7,830
New +$830K 0.82% 22

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Monetary Solutions's SPYG Position: Q2 2026 in Review

Monetary Solutions increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 8,209 shares worth $977K. The position accounts for 0.84% of the portfolio, ranked #23.

Monetary Solutions first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Monetary Solutions held 8,209 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $977K as of Q2 2026.
  • Monetary Solutions bought 135 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $15.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.84% of Monetary Solutions's portfolio in Q2 2026, its #23 holding.
  • Monetary Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.