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

PrairieView Wealth Partners’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	$6.99M	Sell	58,737 -5,653	-9%	-$646K	5.22%	9
2026 Q1	$6.3M	Buy	64,390 +247	+0.4%	+$25.7K	5.17%	9
2025 Q4	$6.84M	Buy	64,143 +1,818	+3%	+$193K	6.21%	8
2025 Q3	$6.51M	Buy	62,325 +774	+1%	+$77.1K	6.12%	8
2025 Q2	$5.87M	Buy	61,551 +940	+2%	+$80.6K	6.09%	8
2025 Q1	$4.87M	Sell	60,611 -9,259	-13%	-$808K	5.95%	8
2024 Q4	$6.14M	Sell	69,870 -1,802	-3%	-$156K	6.64%	7
2024 Q3	$5.94M	Sell	71,672 -69,185	-49%	-$5.53M	6.43%	7
2024 Q2	$11.3M	Sell	140,857 -204	-0.1%	-$15.2K	9.62%	5
2024 Q1	$10.3M	Buy	141,061 +3,045	+2%	+$212K	9.36%	6
2023 Q4	$8.98M	Buy	+138,016	New	+$8.51M	8.98%	6

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

PrairieView Wealth Partners's SPYG Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.8% in Q2 2026, selling an estimated $646K and leaving 58,737 shares worth $6.99M. The position accounts for 5.22% of the portfolio, ranked #9.

PrairieView Wealth Partners first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

PrairieView Wealth Partners held 58,737 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.99M as of Q2 2026.
PrairieView Wealth Partners sold 5,653 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $646K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 5.22% of PrairieView Wealth Partners's portfolio in Q2 2026, its #9 holding.
PrairieView Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
PrairieView Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.3M in Q2 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 PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.