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

PCG Wealth Advisors’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	$4.49M	Buy	37,739 +18,367	+95%	+$2.1M	1%	29
2026 Q1	$1.9M	Sell	19,372 -2,591	-12%	-$270K	0.48%	64
2025 Q4	$2.34M	Buy	21,963 +5,793	+36%	+$614K	0.66%	52
2025 Q3	$1.69M	Buy	16,170 +1,886	+13%	+$188K	0.49%	62
2025 Q2	$1.36M	Buy	14,284 +297	+2%	+$25.5K	0.7%	41
2025 Q1	$1.12M	Buy	13,987 +2,882	+26%	+$252K	0.39%	69
2024 Q4	$976K	Buy	+11,105	New	+$960K	0.36%	69

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCG Wealth Advisors's SPYG Position: Q2 2026 in Review

PCG Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 95% in Q2 2026, buying an estimated $2.1M and bringing the position to 37,739 shares worth $4.49M. The position accounts for 1% of the portfolio, ranked #29.

PCG Wealth Advisors first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

PCG Wealth Advisors held 37,739 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.49M as of Q2 2026.
PCG Wealth Advisors bought 18,367 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.1M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1% of PCG Wealth Advisors's portfolio in Q2 2026, its #29 holding.
PCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 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 PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.