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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$983K Buy
8,262
+898
+12% +$103K 0.92% 22
2026
Q1
$721K Buy
7,364
+609
+9% +$63.4K 0.75% 35
2025
Q4
$721K Buy
6,755
+2,608
+63% +$276K 0.74% 30
2025
Q3
$433K Buy
4,147
+1,123
+37% +$112K 0.37% 65
2025
Q2
$288K Buy
+3,024
New +$259K 0.27% 98

Other funds holding SPYG

Oregon Pacific Wealth Management's SPYG Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, buying an estimated $103K and bringing the position to 8,262 shares worth $983K. The position accounts for 0.92% of the portfolio, ranked #22.

Oregon Pacific Wealth Management first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Oregon Pacific Wealth Management held 8,262 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $983K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 898 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $103K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.92% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Oregon Pacific Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 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 Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.