SWM
SPYG icon

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

Sherman 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 		$1.32M Sell
11,061
-7
-0.1% -$800 0.99% 28
2026
Q1 		$1.08M Buy
11,068
+162
+1% +$16.9K 0.93% 28
2025
Q4 		$1.16M Buy
+10,906
New +$1.16M 1.01% 27

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sherman Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.06% in Q2 2026, selling an estimated $800 and leaving 11,061 shares worth $1.32M. The position accounts for 0.99% of the portfolio, ranked #28.

Sherman Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 1,043 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Sherman Wealth Management held 11,061 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.32M as of Q2 2026.
  • Sherman Wealth Management sold 7 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $800.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.99% of Sherman Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,043 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.