OWM
SPYG icon

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

Orgel Wealth Management’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 		$404M Sell
3,398,409
-30,708
-0.9% -$3.51M 7.67% 4
2026
Q1 		$336M Sell
3,429,117
-261,855
-7% -$27.3M 7.23% 4
2025
Q4 		$394M Sell
3,690,972
-137,421
-4% -$14.6M 8.69% 3
2025
Q3 		$400M Sell
3,828,393
-67,359
-2% -$6.71M 9.13% 3
2025
Q2 		$371M Buy
3,895,752
+202,804
+5% +$17.4M 8.95% 3
2025
Q1 		$297M Buy
3,692,948
+382,969
+12% +$33.4M 7.71% 5
2024
Q4 		$291M Buy
3,309,979
+544,211
+20% +$47M 7.59% 4
2024
Q3 		$229M Buy
2,765,768
+12,287
+0.4% +$982K 5.74% 6
2024
Q2 		$221M Sell
2,753,481
-71,190
-3% -$5.32M 5.96% 6
2024
Q1 		$207M Sell
2,824,671
-76,942
-3% -$5.36M 5.67% 5
2023
Q4 		$189M Sell
2,901,613
-91,326
-3% -$5.63M 5.58% 6
2023
Q3 		$177M Sell
2,992,939
-76,624
-2% -$4.69M 6% 5
2023
Q2 		$187M Buy
3,069,563
+989,732
+48% +$56.7M 6.19% 5
2023
Q1 		$115M Buy
2,079,831
+114,081
+6% +$6.04M 4.12% 8
2022
Q4 		$99.6M Buy
1,965,750
+1,201,623
+157% +$62.5M 3.83% 9
2022
Q3 		$38.3M Sell
764,127
-985,220
-56% -$55.4M 1.89% 13
2022
Q2 		$91.5M Buy
+1,749,347
New +$100M 5.17% 7

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

Orgel Wealth Management's SPYG Position: Q2 2026 in Review

Orgel Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.9% in Q2 2026, selling an estimated $3.51M and leaving 3,398,409 shares worth $404M. The position accounts for 7.67% of the portfolio, ranked #4.

Orgel Wealth Management first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Orgel Wealth Management held 3,398,409 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $404M as of Q2 2026.
  • Orgel Wealth Management sold 30,708 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.51M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.67% of Orgel Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Orgel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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