PWG
SPYG icon

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

Private 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 		$5.3M Sell
44,546
-1,023
-2% -$117K 2.05% 11
2026
Q1 		$4.46M Buy
45,569
+1,141
+3% +$119K 2.08% 12
2025
Q4 		$4.74M Sell
44,428
-874
-2% -$92.7K 2.27% 12
2025
Q3 		$4.73M Sell
45,302
-4,963
-10% -$494K 2.36% 12
2025
Q2 		$4.79M Buy
50,265
+9,800
+24% +$840K 2.55% 12
2025
Q1 		$3.25M Sell
40,465
-2,982
-7% -$260K 1.91% 12
2024
Q4 		$3.82M Sell
43,447
-284
-0.6% -$24.5K 1.87% 12
2024
Q3 		$3.63M Sell
43,731
-2,108
-5% -$168K 1.81% 12
2024
Q2 		$3.67M Sell
45,839
-322
-0.7% -$24K 1.93% 12
2024
Q1 		$3.38M Sell
46,161
-37
-0.1% -$2.58K 1.75% 13
2023
Q4 		$3.01M Buy
+46,198
New +$2.85M 1.71% 14
2021
Q1 		– Sell
-4,688
Closed -$259K – 39
2020
Q4 		$259K Buy
4,688
+618
+15% +$32.5K 0.22% 30
2020
Q3 		$204K Buy
+4,070
New +$200K 0.17% 32

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

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

Private Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q2 2026, selling an estimated $117K and leaving 44,546 shares worth $5.3M. The position accounts for 2.05% of the portfolio, ranked #11.

Private Wealth Group first reported a position in SPYG in Q3 2020 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Private Wealth Group held 44,546 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.3M as of Q2 2026.
  • Private Wealth Group sold 1,023 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $117K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.05% of Private Wealth Group's portfolio in Q2 2026, its #11 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 13 quarters since.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.