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

Motive Wealth 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	$4.75M	Sell	39,922 -1,243	-3%	-$142K	1.95%	15
2026 Q1	$4.03M	Sell	41,165 -32,857	-44%	-$3.42M	1.89%	17
2025 Q4	$7.9M	Sell	74,022 -5,691	-7%	-$603K	3.36%	9
2025 Q3	$8.33M	Sell	79,713 -3,226	-4%	-$321K	3.59%	9
2025 Q2	$7.91M	Buy	82,939 +16,875	+26%	+$1.45M	3.6%	10
2025 Q1	$5.31M	Sell	66,064 -2,691	-4%	-$235K	2.84%	13
2024 Q4	$6.04M	Sell	68,755 -15,494	-18%	-$1.34M	3.25%	12
2024 Q3	$6.75M	Hold	84,249	–	–	4.05%	9
2024 Q2	$6.75M	Sell	84,249 -9,890	-11%	-$739K	4.05%	9
2024 Q1	$6.89M	Buy	94,139 +33,221	+55%	+$2.31M	4.17%	9
2023 Q4	$3.96M	Sell	60,918 -3,478	-5%	-$214K	4.57%	9
2023 Q3	$3.82M	Sell	64,396 -2,028	-3%	-$124K	4.19%	8
2023 Q2	$4.05M	Sell	66,424 -464	-0.7%	-$26.6K	4.2%	7
2023 Q1	$3.7M	Sell	66,888 -30,600	-31%	-$1.62M	4.05%	8
2022 Q4	$4.94M	Sell	97,488 -640	-0.7%	-$33.3K	3.78%	12
2022 Q3	$4.92M	Buy	98,128 +6,912	+8%	+$389K	3.98%	10
2022 Q2	$4.77M	Buy	91,216 +1,565	+2%	+$89.7K	3.76%	9
2022 Q1	$5.94M	Sell	89,651 -1,618	-2%	-$105K	4.07%	8
2021 Q4	$6.61M	Buy	91,269 +167	+0.2%	+$11.7K	3.98%	8
2021 Q3	$5.83M	Buy	91,102 +22,271	+32%	+$1.47M	3.94%	6
2021 Q2	$4.33M	Buy	+68,831	New	+$4.13M	3.1%	10

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Motive Wealth Advisors's SPYG Position: Q2 2026 in Review

Motive Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q2 2026, selling an estimated $142K and leaving 39,922 shares worth $4.75M. The position accounts for 1.95% of the portfolio, ranked #15.

Motive Wealth Advisors first reported a position in SPYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.33M in Q3 2025. 345 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Motive Wealth Advisors held 39,922 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.75M as of Q2 2026.
Motive Wealth Advisors sold 1,243 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $142K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.95% of Motive Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Motive Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
Motive Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.33M in Q3 2025.
345 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.