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

PFG Private 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	$24.5M	Sell	206,213 -35,438	-15%	-$4.05M	10.63%	2
2026 Q1	$23.7M	Buy	241,651 +4,399	+2%	+$458K	10.03%	3
2025 Q4	$25.3M	Buy	237,252 +210,450	+785%	+$22.3M	11.08%	2
2025 Q3	$2.8M	Sell	26,802 -218,660	-89%	-$21.8M	1.25%	27
2025 Q2	$23.4M	Sell	245,462 -219	-0.1%	-$18.8K	12.05%	2
2025 Q1	$19.7M	Sell	245,681 -34	-0%	-$2.97K	10.68%	2
2024 Q4	$21.6M	Buy	245,715 +150,710	+159%	+$13M	12.3%	2
2024 Q3	$7.88M	Buy	95,005 +5,335	+6%	+$426K	4.57%	6
2024 Q2	$7.19M	Buy	89,670 +159	+0.2%	+$11.9K	4.36%	8
2024 Q1	$6.55M	Sell	89,511 -37,380	-29%	-$2.6M	4.12%	9
2023 Q4	$8.26M	Sell	126,891 -98,264	-44%	-$6.06M	5.56%	3
2023 Q3	$13.3M	Sell	225,155 -94,697	-30%	-$5.8M	9.92%	2
2023 Q2	$19.5M	Buy	319,852 +10,745	+3%	+$616K	11.52%	1
2023 Q1	$17.1M	Buy	309,107 +72,063	+30%	+$3.82M	10.88%	1
2022 Q4	$12M	Buy	237,044 +10,375	+5%	+$540K	7.45%	4
2022 Q3	$11.4M	Buy	226,669 +97,128	+75%	+$5.46M	7.46%	4
2022 Q2	$6.77M	Buy	129,541 +3,979	+3%	+$228K	3.8%	9
2022 Q1	$8.31M	Sell	125,562 -155,286	-55%	-$10.1M	4.27%	8
2021 Q4	$20.4M	Buy	280,848 +205,495	+273%	+$14.3M	10.51%	1
2021 Q3	$4.82M	Buy	75,353 +2,617	+4%	+$173K	2.82%	15
2021 Q2	$4.58M	Buy	72,736 +127	+0.2%	+$7.62K	2.97%	15
2021 Q1	$4.09M	Sell	72,609 -87,017	-55%	-$4.87M	2.82%	15
2020 Q4	$8.83M	Buy	159,626 +8,746	+6%	+$460K	6.76%	4
2020 Q3	$7.56M	Sell	150,880 -3,270	-2%	-$160K	6.59%	4
2020 Q2	$6.92M	Sell	154,150 -5,092	-3%	-$211K	6.52%	4
2020 Q1	$5.69M	Buy	159,242 +9,645	+6%	+$395K	6.13%	4
2019 Q4	$6.27M	Buy	+149,597	New	+$6M	5.6%	4

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

PFG Private Wealth Management's SPYG Position: Q2 2026 in Review

PFG Private Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q2 2026, selling an estimated $4.05M and leaving 206,213 shares worth $24.5M. The position accounts for 10.63% of the portfolio, ranked #2.

PFG Private Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.3M in Q4 2025. 646 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

PFG Private Wealth Management held 206,213 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.5M as of Q2 2026.
PFG Private Wealth Management sold 35,438 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.05M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 10.63% of PFG Private Wealth Management's portfolio in Q2 2026, its #2 holding.
PFG Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 27 quarters since.
PFG Private Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25.3M in Q4 2025.
646 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.