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

SFMG Wealth Advisors’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	$1.96M	Hold	16,439	–	–	0.12%	80
2026 Q1	$1.61M	Hold	16,439	–	–	0.11%	85
2025 Q4	$1.75M	Sell	16,439 -345	-2%	-$36.6K	0.12%	80
2025 Q3	$1.75M	Buy	+16,784	New	+$1.67M	0.12%	77
2022 Q2	–	Sell	-3,319	Closed	-$220K	–	310
2022 Q1	$220K	Hold	3,319	–	–	0.02%	256
2021 Q4	$241K	Hold	3,319	–	–	0.02%	238
2021 Q3	$212K	Sell	3,319 -1	-0%	-$66	0.02%	233
2021 Q2	$209K	Buy	+3,320	New	+$199K	0.02%	241

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

SFMG Wealth Advisors's SPYG Position: Q2 2026 in Review

SFMG Wealth Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 16,439 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #80.

SFMG Wealth Advisors first reported a position in SPYG in Q2 2021 and has held it in 8 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SFMG Wealth Advisors held 16,439 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.96M as of Q2 2026.
SFMG Wealth Advisors 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 0.12% of SFMG Wealth Advisors's portfolio in Q2 2026, its #80 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 8 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 SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.