PWG
SPYG icon

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

Portside Wealth Group’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 		$27.7M Buy
233,134
+3,236
+1% +$370K 3.23% 2
2026
Q1 		$22.5M Buy
229,898
+21,096
+10% +$2.2M 3.05% 3
2025
Q4 		$22.3M Buy
208,802
+17,545
+9% +$1.86M 3% 4
2025
Q3 		$20M Sell
191,257
-10,199
-5% -$1.02M 2.75% 4
2025
Q2 		$19.2M Buy
201,456
+11,271
+6% +$966K 2.84% 3
2025
Q1 		$15.3M Buy
190,185
+11,899
+7% +$1.04M 2.49% 4
2024
Q4 		$15.7M Buy
178,286
+55,413
+45% +$4.79M 2.59% 5
2024
Q3 		$10.2M Buy
122,873
+10,222
+9% +$817K 1.74% 5
2024
Q2 		$9.03M Buy
112,651
+34,758
+45% +$2.6M 1.72% 6
2024
Q1 		$5.7M Buy
77,893
+3,057
+4% +$213K 1.05% 19
2023
Q4 		$4.87M Sell
74,836
-1,301
-2% -$80.2K 0.91% 24
2023
Q3 		$4.51M Buy
76,137
+2,733
+4% +$167K 0.85% 31
2023
Q2 		$4.48M Buy
+73,404
New +$4.2M 0.83% 31

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Portside Wealth Group's SPYG Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.4% in Q2 2026, buying an estimated $370K and bringing the position to 233,134 shares worth $27.7M. The position accounts for 3.23% of the portfolio, ranked #2.

Portside Wealth Group first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 259 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Portside Wealth Group held 233,134 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $27.7M as of Q2 2026.
  • Portside Wealth Group bought 3,236 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $370K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.23% of Portside Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 259 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.