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

Montz Harcus 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	$7.96M	Buy	66,938 +60,892	+1,007%	+$6.96M	2.83%	11
2026 Q1	$592K	Buy	6,046 +2,188	+57%	+$228K	0.24%	46
2025 Q4	$412K	Buy	3,858 +485	+14%	+$51.4K	0.17%	53
2025 Q3	$353K	Buy	3,373 +380	+13%	+$37.8K	0.15%	59
2025 Q2	$285K	Buy	+2,993	New	+$257K	0.14%	63

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montz Harcus Wealth Management's SPYG Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1,007% in Q2 2026, buying an estimated $6.96M and bringing the position to 66,938 shares worth $7.96M. The position accounts for 2.83% of the portfolio, ranked #11.

Montz Harcus Wealth Management first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Montz Harcus Wealth Management held 66,938 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.96M as of Q2 2026.
Montz Harcus Wealth Management bought 60,892 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.96M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.83% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #11 holding.
Montz Harcus Wealth Management 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.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.