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SPYG icon

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

Reston Wealth Management’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 		$72.8M Sell
612,211
-30,743
-5% -$3.51M 19.64% 2
2026
Q1 		$63M Sell
642,954
-25,580
-4% -$2.66M 19.28% 2
2025
Q4 		$71.3M Sell
668,534
-6,305
-0.9% -$668K 21.82% 1
2025
Q3 		$70.5M Buy
674,839
+1,625
+0.2% +$162K 22.77% 1
2025
Q2 		$64.2M Buy
673,214
+37,119
+6% +$3.18M 22.49% 1
2025
Q1 		$51.1M Sell
636,095
-42,586
-6% -$3.72M 20.67% 2
2024
Q4 		$59.7M Buy
678,681
+2,644
+0.4% +$228K 22.18% 1
2024
Q3 		$56.1M Buy
676,037
+6,030
+0.9% +$482K 20.29% 1
2024
Q2 		$53.7M Sell
670,007
-4,336
-0.6% -$324K 21.47% 1
2024
Q1 		$49.3M Sell
674,343
-10,227
-1% -$712K 20.03% 1
2023
Q4 		$44.5M Buy
684,570
+7,624
+1% +$470K 20.38% 1
2023
Q3 		$40.1M Buy
676,946
+17,274
+3% +$1.06M 20.26% 1
2023
Q2 		$40.2M Buy
659,672
+183,867
+39% +$10.5M 19.15% 1
2023
Q1 		$26.3M Buy
475,805
+27,669
+6% +$1.47M 13.77% 3
2022
Q4 		$22.7M Buy
448,136
+6,705
+2% +$349K 12.55% 3
2022
Q3 		$22.1M Buy
441,431
+10,862
+3% +$611K 13.17% 3
2022
Q2 		$22.5M Buy
430,569
+25,284
+6% +$1.45M 12.54% 3
2022
Q1 		$26.8M Sell
405,285
-1,320
-0.3% -$85.9K 13.76% 3
2021
Q4 		$29.5M Sell
406,605
-12,283
-3% -$857K 14.3% 3
2021
Q3 		$26.8M Sell
418,888
-8,492
-2% -$561K 13.96% 3
2021
Q2 		$26.9M Sell
427,380
-170,076
-28% -$10.2M 13.46% 3
2021
Q1 		$33.7M Sell
597,456
-567
-0.1% -$31.8K 17.65% 2
2020
Q4 		$33.1M Buy
598,023
+4,501
+0.8% +$237K 18.78% 1
2020
Q3 		$29.7M Buy
593,522
+12,990
+2% +$637K 19.12% 1
2020
Q2 		$26.1M Sell
580,532
-43,769
-7% -$1.82M 17.92% 1
2020
Q1 		$22.3M Buy
624,301
+169,735
+37% +$6.95M 17.92% 1
2019
Q4 		$19.1M Buy
454,566
+14,935
+3% +$599K 15.23% 2
2019
Q3 		$17.1M Buy
+439,631
New +$17.2M 15.28% 2

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reston Wealth Management's SPYG Position: Q2 2026 in Review

Reston Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q2 2026, selling an estimated $3.51M and leaving 612,211 shares worth $72.8M. The position accounts for 19.64% of the portfolio, ranked #2.

Reston Wealth Management first reported a position in SPYG in Q3 2019 and has held it in 28 quarters since. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Reston Wealth Management held 612,211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $72.8M as of Q2 2026.
  • Reston Wealth Management sold 30,743 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.51M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 19.64% of Reston Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.