SWM
SPYG icon

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

Selective 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 		$206K Buy
+1,769
New +$202K 0.05% 131
2020
Q3 		– Sell
-960
Closed -$43K – 402
2020
Q2 		$43K Buy
+960
New +$39.9K 0.04% 119

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Selective Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 1,769 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in SPYG as recently as Q2 2020.

Selective Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Selective Wealth Management held 1,769 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $206K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Selective Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Selective Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Selective Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.