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

SHP 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	$494K	Sell	4,148 -1,226	-23%	-$140K	0.03%	182
2026 Q1	$526K	Sell	5,374 -2,074	-28%	-$216K	0.04%	146
2025 Q4	$795K	Buy	+7,448	New	+$790K	0.06%	100

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 22.9% 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

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

SHP Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 23% in Q2 2026, selling an estimated $140K and leaving 4,148 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #182.

SHP Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $795K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SHP Wealth Management held 4,148 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $494K as of Q2 2026.
SHP Wealth Management sold 1,226 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #182 holding.
SHP 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.
SHP Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $795K in Q4 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.