Sharkey, Howes & Javer’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sharkey, Howes & Javer’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	$498K	Sell	4,189 -1,472	-26%	-$168K	0.06%	111
2026 Q1	$554K	Sell	5,661 -1,344	-19%	-$140K	0.07%	108
2025 Q4	$747K	Sell	7,005 -3,782	-35%	-$401K	0.1%	96
2025 Q3	$1.13M	Sell	10,787 -25,659	-70%	-$2.56M	0.14%	80
2025 Q2	$3.47M	Sell	36,446 -21,522	-37%	-$1.84M	0.47%	45
2025 Q1	$4.66M	Sell	57,968 -3,753	-6%	-$328K	0.67%	31
2024 Q4	$5.43M	Buy	61,721 +13,091	+27%	+$1.13M	0.76%	27
2024 Q3	$4.03M	Sell	48,630 -2,434	-5%	-$195K	0.57%	29
2024 Q2	$4.09M	Buy	51,064 +19,326	+61%	+$1.44M	0.66%	26
2024 Q1	$2.32M	Buy	31,738 +22,109	+230%	+$1.54M	0.38%	47
2023 Q4	$626K	Buy	9,629 +1,181	+14%	+$72.8K	0.11%	76
2023 Q3	$501K	Buy	+8,448	New	+$517K	0.1%	80

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Sharkey, Howes & Javer's SPYG Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q2 2026, selling an estimated $168K and leaving 4,189 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #111.

Sharkey, Howes & Javer first reported a position in SPYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.43M in Q4 2024. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sharkey, Howes & Javer held 4,189 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $498K as of Q2 2026.
Sharkey, Howes & Javer sold 1,472 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $168K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #111 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.43M in Q4 2024.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.