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

Mowery & Schoenfeld 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 		$25.1K Hold
211
– – 0.03% 184
2026
Q1 		$20.7K Hold
211
– – 0.03% 175
2025
Q4 		$22.5K Buy
+211
New +$22.4K 0.03% 184

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 22.9% 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

Mowery & Schoenfeld Wealth Management's SPYG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 211 shares worth $25.1K. The position accounts for 0.03% of the portfolio, ranked #184.

Mowery & Schoenfeld Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25.1K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Mowery & Schoenfeld Wealth Management 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.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.