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SPYG icon

Optivise Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Optivise Advisory Services’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 		$2.26M Buy
18,967
+1,883
+11% +$215K 1.15% 17
2026
Q1 		$1.67M Sell
17,084
-963
-5% -$100K 1.01% 21
2025
Q4 		$1.93M Buy
18,047
+152
+0.8% +$16.1K 1.11% 19
2025
Q3 		$1.87M Sell
17,895
-9
-0.1% -$896 1.11% 18
2025
Q2 		$1.71M Sell
17,904
-273
-2% -$23.4K 0.87% 27
2025
Q1 		$1.46M Sell
18,177
-2,405
-12% -$210K 0.82% 28
2024
Q4 		$1.81M Sell
20,582
-1,265
-6% -$109K 0.98% 22
2024
Q3 		$1.81M Sell
21,847
-416
-2% -$33.3K 0.95% 25
2024
Q2 		$1.78M Buy
+22,263
New +$1.66M 0.96% 25

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

Optivise Advisory Services's SPYG Position: Q2 2026 in Review

Optivise Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q2 2026, buying an estimated $215K and bringing the position to 18,967 shares worth $2.26M. The position accounts for 1.15% of the portfolio, ranked #17.

Optivise Advisory Services first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Optivise Advisory Services held 18,967 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.26M as of Q2 2026.
  • Optivise Advisory Services bought 1,883 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $215K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.15% of Optivise Advisory Services's portfolio in Q2 2026, its #17 holding.
  • Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.