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

MY 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	$1.48M	Sell	12,460 -880	-7%	-$101K	1.04%	27
2026 Q1	$1.07M	Buy	13,340 +880	+7%	+$91.6K	1.04%	16
2025 Q4	$1.33M	Hold	12,460	–	–	1.16%	22
2025 Q3	$1.3M	Hold	12,460	–	–	1.14%	20
2025 Q2	$1.19M	Sell	12,460 -880	-7%	-$75.4K	1.14%	19
2025 Q1	$1.07M	Hold	13,340	–	–	1.04%	16
2024 Q4	$1.17M	Hold	13,340	–	–	1.17%	17
2024 Q3	$1.11M	Hold	13,340	–	–	1.12%	15
2024 Q2	$1.07M	Hold	13,340	–	–	1.22%	18
2024 Q1	$976K	Hold	13,340	–	–	1.08%	17
2023 Q4	$868K	Hold	13,340	–	–	0.82%	16
2023 Q3	$791K	Hold	13,340	–	–	0.79%	20
2023 Q2	$814K	Hold	13,340	–	–	0.74%	20
2023 Q1	$739K	Hold	13,340	–	–	0.74%	20
2022 Q4	$676K	Hold	13,340	–	–	1.03%	16
2022 Q3	$668K	Hold	13,340	–	–	0.72%	19
2022 Q2	$697K	Hold	13,340	–	–	0.75%	20
2022 Q1	$883K	Hold	13,340	–	–	0.82%	21
2021 Q4	$967K	Buy	+13,340	New	+$931K	0.85%	20

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

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

MY Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q2 2026, selling an estimated $101K and leaving 12,460 shares worth $1.48M. The position accounts for 1.04% of the portfolio, ranked #27.

MY Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

MY Wealth Management held 12,460 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.48M as of Q2 2026.
MY Wealth Management sold 880 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.04% of MY Wealth Management's portfolio in Q2 2026, its #27 holding.
MY Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 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 MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.