SWM
SPYG icon

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

SFG 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 		$1.51M Buy
12,663
+1,416
+13% +$162K 0.54% 29
2026
Q1 		$1.1M Buy
11,247
+1,086
+11% +$113K 0.45% 39
2025
Q4 		$1.08M Buy
10,161
+390
+4% +$41.3K 0.43% 44
2025
Q3 		$1.02M Sell
9,771
-548
-5% -$54.6K 0.44% 44
2025
Q2 		$984K Sell
10,319
-108
-1% -$9.26K 0.59% 30
2025
Q1 		$838K Sell
10,427
-49
-0.5% -$4.28K 0.41% 48
2024
Q4 		$921K Buy
10,476
+66
+0.6% +$5.7K 0.48% 35
2024
Q3 		$863K Sell
10,410
-346
-3% -$27.7K 0.46% 38
2024
Q2 		$862K Sell
10,756
-68
-0.6% -$5.08K 0.49% 35
2024
Q1 		$792K Sell
10,824
-685
-6% -$47.7K 0.47% 33
2023
Q4 		$749K Sell
11,509
-432
-4% -$26.6K 0.5% 37
2023
Q3 		$708K Buy
11,941
+571
+5% +$35K 0.56% 36
2023
Q2 		$694K Buy
11,370
+1,117
+11% +$64K 0.58% 32
2023
Q1 		$568K Buy
10,253
+601
+6% +$31.8K 0.63% 27
2022
Q4 		$489K Buy
9,652
+36
+0.4% +$1.87K 0.6% 32
2022
Q3 		$482K Buy
9,616
+1,219
+15% +$68.6K 0.65% 34
2022
Q2 		$439K Buy
+8,397
New +$481K 0.51% 45
2022
Q1 		– Sell
-26,577
Closed -$1.93M – 100
2021
Q4 		$1.93M Buy
+26,577
New +$1.86M 1.71% 21

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

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

SFG Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 13% in Q2 2026, buying an estimated $162K and bringing the position to 12,663 shares worth $1.51M. The position accounts for 0.54% of the portfolio, ranked #29.

SFG Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2021. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • SFG Wealth Management held 12,663 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.51M as of Q2 2026.
  • SFG Wealth Management bought 1,416 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $162K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.54% of SFG Wealth Management's portfolio in Q2 2026, its #29 holding.
  • SFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • SFG Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.93M in Q4 2021.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.