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

NWAM LLC’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	$670K	Buy	5,633 +612	+12%	+$70K	0.03%	388
2026 Q1	$492K	Buy	5,021 +766	+18%	+$79.8K	0.03%	409
2025 Q4	$457K	Buy	4,255 +3	+0.1%	+$318	0.03%	411
2025 Q3	$446K	Buy	4,252 +33	+0.8%	+$3.29K	0.02%	437
2025 Q2	$413K	Buy	4,219 +1,061	+34%	+$91K	0.02%	436
2025 Q1	$254K	Sell	3,158 -371	-11%	-$32.4K	0.02%	435
2024 Q4	$310K	Buy	3,529 +230	+7%	+$19.9K	0.02%	475
2024 Q3	$274K	Buy	+3,299	New	+$264K	0.02%	520
2024 Q2	–	Sell	-12,645	Closed	-$926K	–	479
2024 Q1	$926K	Sell	12,645 -504	-4%	-$35.1K	0.07%	238
2023 Q4	$855K	Sell	13,149 -1,101	-8%	-$67.9K	0.07%	249
2023 Q3	$845K	Buy	14,250 +8,312	+140%	+$509K	0.09%	211
2023 Q2	$362K	Buy	+5,938	New	+$340K	0.03%	380

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

NWAM LLC's SPYG Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $70K and bringing the position to 5,633 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #388.

NWAM LLC first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $926K in Q1 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

NWAM LLC held 5,633 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $670K as of Q2 2026.
NWAM LLC bought 612 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $70K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #388 holding.
NWAM LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
NWAM LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $926K in Q1 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.