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

Potentia Wealth’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	$1.22M	Sell	10,279 -127	-1%	-$14.5K	0.5%	30
2026 Q1	$1.02M	Sell	10,406 -722	-6%	-$75.2K	0.39%	37
2025 Q4	$1.19M	Sell	11,128 -329	-3%	-$34.9K	0.44%	35
2025 Q3	$1.2M	Sell	11,457 -10	-0.1%	-$996	0.46%	34
2025 Q2	$1.09M	Sell	11,467 -26,528	-70%	-$2.27M	0.62%	20
2025 Q1	$3.05M	Sell	37,995 -168	-0.4%	-$14.7K	1.43%	17
2024 Q4	$3.35M	Buy	+38,163	New	+$3.3M	1.49%	18

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

Potentia Wealth's SPYG Position: Q2 2026 in Review

Potentia Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $14.5K and leaving 10,279 shares worth $1.22M. The position accounts for 0.5% of the portfolio, ranked #30.

Potentia Wealth first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q4 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Potentia Wealth held 10,279 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.22M as of Q2 2026.
Potentia Wealth sold 127 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.5% of Potentia Wealth's portfolio in Q2 2026, its #30 holding.
Potentia Wealth 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.
Potentia Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.35M in Q4 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.