SWMG
SPYG icon

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

Sanchez Wealth Management 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 		$12.4M Sell
103,824
-994
-0.9% -$114K 2.16% 16
2026
Q1 		$10.3M Sell
104,818
-1,325
-1% -$138K 2.22% 16
2025
Q4 		$11.3M Sell
106,143
-25,875
-20% -$2.74M 2.42% 16
2025
Q3 		$13.8M Sell
132,018
-802
-0.6% -$79.9K 3.06% 13
2025
Q2 		$12.7M Buy
132,820
+4,925
+4% +$422K 3.05% 15
2025
Q1 		$10.3M Buy
127,895
+1,895
+2% +$165K 2.79% 16
2024
Q4 		$11.1M Buy
126,000
+34,719
+38% +$3M 3.03% 14
2024
Q3 		$7.57M Buy
91,281
+17,105
+23% +$1.37M 2.31% 18
2024
Q2 		$5.94M Buy
74,176
+8,907
+14% +$665K 1.93% 18
2024
Q1 		$4.77M Buy
65,269
+7,025
+12% +$489K 1.62% 19
2023
Q4 		$3.79M Buy
58,244
+1,578
+3% +$97.3K 1.38% 17
2023
Q3 		$3.36M Buy
56,666
+8,308
+17% +$509K 1.36% 15
2023
Q2 		$2.95M Buy
48,358
+3,702
+8% +$212K 1.19% 15
2023
Q1 		$2.47M Buy
44,656
+1,236
+3% +$65.5K 1.09% 15
2022
Q4 		$2.2M Buy
43,420
+1,882
+5% +$97.9K 1.08% 15
2022
Q3 		$2.08M Buy
41,538
+12,393
+43% +$697K 1.14% 14
2022
Q2 		$1.52M Buy
29,145
+3,796
+15% +$218K 0.76% 18
2022
Q1 		$1.68M Buy
25,349
+5,760
+29% +$375K 0.71% 18
2021
Q4 		$1.42M Buy
19,589
+5,518
+39% +$385K 0.6% 18
2021
Q3 		$901K Sell
14,071
-113
-0.8% -$7.46K 0.4% 21
2021
Q2 		$893K Sell
14,184
-1,613
-10% -$96.8K 0.41% 21
2021
Q1 		$891K Buy
15,797
+96
+0.6% +$5.38K 0.45% 18
2020
Q4 		$868K Buy
+15,701
New +$825K 0.47% 19

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

Sanchez Wealth Management Group's SPYG Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.95% in Q2 2026, selling an estimated $114K and leaving 103,824 shares worth $12.4M. The position accounts for 2.16% of the portfolio, ranked #16.

Sanchez Wealth Management Group first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sanchez Wealth Management Group held 103,824 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.4M as of Q2 2026.
  • Sanchez Wealth Management Group sold 994 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.16% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • Sanchez Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Sanchez Wealth Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.8M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.