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

RWA 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	$394K	Hold	3,308	–	–	﹤0.01%	513
2026 Q1	$324K	Buy	3,308 +576	+21%	+$60K	﹤0.01%	527
2025 Q4	$292K	Hold	2,732	–	–	﹤0.01%	528
2025 Q3	$286K	Hold	2,732	–	–	﹤0.01%	532
2025 Q2	$260K	Hold	2,732	–	–	﹤0.01%	537
2025 Q1	$220K	Buy	2,732 +66	+2%	+$5.76K	﹤0.01%	520
2024 Q4	$234K	Hold	2,666	–	–	﹤0.01%	519
2024 Q3	$221K	Sell	2,666 -655	-20%	-$52.4K	﹤0.01%	530
2024 Q2	$266K	Buy	+3,321	New	+$248K	﹤0.01%	476

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

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

RWA Wealth Partners held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 3,308 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

RWA Wealth Partners first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

RWA Wealth Partners held 3,308 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $394K as of Q2 2026.
RWA Wealth Partners left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #513 holding.
RWA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.