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

PMG 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	$1.35M	Sell	11,320 -50	-0.4%	-$5.72K	0.83%	24
2026 Q1	$1.11M	Sell	11,370 -35	-0.3%	-$3.65K	0.8%	25
2025 Q4	$1.22M	Sell	11,405 -218	-2%	-$23.1K	0.89%	22
2025 Q3	$1.21M	Sell	11,623 -99	-0.8%	-$9.86K	0.92%	23
2025 Q2	$1.12M	Buy	11,722 +876	+8%	+$75.1K	0.92%	24
2025 Q1	$872K	Sell	10,846 -26,758	-71%	-$2.34M	0.93%	22
2024 Q4	$3.31M	Buy	+37,604	New	+$3.25M	3.01%	15

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

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

PMG Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.44% in Q2 2026, selling an estimated $5.72K and leaving 11,320 shares worth $1.35M. The position accounts for 0.83% of the portfolio, ranked #24.

PMG Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

PMG Wealth Management held 11,320 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.35M as of Q2 2026.
PMG Wealth Management sold 50 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.72K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.83% of PMG Wealth Management's portfolio in Q2 2026, its #24 holding.
PMG Wealth Management 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.
PMG Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.31M in Q4 2024.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.