OBWG
SPYG icon

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

Onyx Bridge Wealth Group’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 		$3.41M Sell
28,617
-1,418
-5% -$162K 0.31% 68
2026
Q1 		$2.94M Sell
30,035
-1,506
-5% -$157K 0.32% 74
2025
Q4 		$3.37M Sell
31,541
-4,689
-13% -$497K 0.36% 67
2025
Q3 		$3.79M Buy
36,230
+20,245
+127% +$2.02M 0.41% 62
2025
Q2 		$1.52M Sell
15,985
-3,224
-17% -$276K 0.2% 85
2025
Q1 		$1.54M Sell
19,209
-4,623
-19% -$404K 0.22% 84
2024
Q4 		$2.09M Sell
23,832
-1,517
-6% -$131K 0.3% 65
2024
Q3 		$2.1M Sell
25,349
-1,329
-5% -$106K 0.32% 60
2024
Q2 		$2.14M Sell
26,678
-406
-1% -$30.3K 0.35% 54
2024
Q1 		$1.94M Buy
27,084
+858
+3% +$59.7K 0.35% 59
2023
Q4 		$1.71M Sell
26,226
-456
-2% -$28.1K 0.34% 49
2023
Q3 		$1.58M Buy
26,682
+116
+0.4% +$7.11K 0.37% 51
2023
Q2 		$1.62M Buy
26,566
+176
+0.7% +$10.1K 0.39% 52
2023
Q1 		$1.46M Buy
26,390
+287
+1% +$15.2K 0.58% 35
2022
Q4 		$1.32M Buy
+26,103
New +$1.36M 0.54% 27

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 22.96% 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

Onyx Bridge Wealth Group's SPYG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q2 2026, selling an estimated $162K and leaving 28,617 shares worth $3.41M. The position accounts for 0.31% of the portfolio, ranked #68.

Onyx Bridge Wealth Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.79M in Q3 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Onyx Bridge Wealth Group held 28,617 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.41M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 1,418 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $162K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.31% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.79M in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.