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SPYG icon

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

Prosperity Planning’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 		$1.14M Sell
9,598
-99
-1% -$11.3K 0.26% 55
2026
Q1 		$949K Sell
9,697
-23
-0.2% -$2.4K 0.24% 56
2025
Q4 		$1.04M Sell
9,720
-73
-0.7% -$7.74K 0.27% 55
2025
Q3 		$1.02M Sell
9,793
-736
-7% -$73.3K 0.28% 55
2025
Q2 		$1M Sell
10,529
-15
-0.1% -$1.29K 0.29% 54
2025
Q1 		$847K Sell
10,544
-334
-3% -$29.2K 0.27% 57
2024
Q4 		$956K Sell
10,878
-1,230
-10% -$106K 0.31% 53
2024
Q3 		$1M Sell
12,108
-248
-2% -$19.8K 0.32% 54
2024
Q2 		$990K Sell
12,356
-2,389
-16% -$178K 0.34% 52
2024
Q1 		$1.08M Sell
14,745
-82
-0.6% -$5.71K 0.37% 46
2023
Q4 		$965K Sell
14,827
-565
-4% -$34.8K 0.36% 49
2023
Q3 		$912K Sell
15,392
-100
-0.6% -$6.13K 0.38% 49
2023
Q2 		$945K Sell
15,492
-503
-3% -$28.8K 0.39% 50
2023
Q1 		$885K Buy
15,995
+4,404
+38% +$233K 0.39% 49
2022
Q4 		$720K Hold
11,591
– – 0.36% 50
2022
Q3 		$581K Buy
+11,591
New +$652K 0.3% 52

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

Prosperity Planning's SPYG Position: Q2 2026 in Review

Prosperity Planning reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1% in Q2 2026, selling an estimated $11.3K and leaving 9,598 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #55.

Prosperity Planning first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Prosperity Planning held 9,598 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.14M as of Q2 2026.
  • Prosperity Planning sold 99 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $11.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Prosperity Planning's portfolio in Q2 2026, its #55 holding.
  • Prosperity Planning first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 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 Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.