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SPYG icon

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

Olistico Wealth’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 		$321K Sell
2,700
-121
-4% -$13.8K 0.14% 86
2026
Q1 		$276K Sell
2,821
-324
-10% -$33.7K 0.14% 85
2025
Q4 		$336K Hold
3,145
– – 0.16% 74
2025
Q3 		$329K Sell
3,145
-292
-8% -$29.1K 0.17% 78
2025
Q2 		$328K Sell
3,437
-8
-0.2% -$686 0.18% 76
2025
Q1 		$277K Hold
3,445
– – 0.17% 83
2024
Q4 		$303K Hold
3,445
– – 0.18% 79
2024
Q3 		$286K Hold
3,445
– – 0.17% 86
2024
Q2 		$276K Hold
3,445
– – 0.18% 89
2024
Q1 		$252K Hold
3,445
– – 0.18% 94
2023
Q4 		$224K Hold
3,445
– – 0.18% 98
2023
Q3 		$204K Hold
3,445
– – 0.18% 102
2023
Q2 		$210K Buy
+3,445
New +$197K 0.18% 106

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
KW
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Olistico Wealth's SPYG Position: Q2 2026 in Review

Olistico Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.3% in Q2 2026, selling an estimated $13.8K and leaving 2,700 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #86.

Olistico Wealth first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $336K in Q4 2025. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Olistico Wealth held 2,700 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $321K as of Q2 2026.
  • Olistico Wealth sold 121 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $13.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Olistico Wealth's portfolio in Q2 2026, its #86 holding.
  • Olistico Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Olistico Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $336K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.