Shulman DeMeo Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Shulman DeMeo Asset 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	$896K	Sell	7,530 -296	-4%	-$33.8K	0.17%	44
2026 Q1	$766K	Buy	+7,826	New	+$815K	0.16%	49
2024 Q4	–	Sell	-8,615	Closed	-$714K	–	133
2024 Q3	$714K	Buy	+8,615	New	+$689K	0.18%	48
2022 Q1	–	Sell	-9,879	Closed	-$716K	–	150
2021 Q4	$716K	Buy	+9,879	New	+$690K	0.19%	46
2021 Q3	–	Sell	-9,852	Closed	-$620K	–	128
2021 Q2	$620K	Buy	9,852 +15	+0.2%	+$900	0.24%	21
2021 Q1	$555K	Sell	9,837 -83	-0.8%	-$4.65K	0.15%	66
2020 Q4	$548K	Buy	9,920 +2	+0%	+$105	0.16%	60
2020 Q3	$497K	Buy	9,918 +18	+0.2%	+$882	0.17%	60
2020 Q2	$445K	Buy	+9,900	New	+$411K	0.17%	61
2020 Q1	–	Sell	-10,473	Closed	-$439K	–	124
2019 Q4	$439K	Sell	10,473 -966	-8%	-$38.7K	0.15%	72
2019 Q3	$445K	Buy	+11,439	New	+$447K	0.15%	69

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

Shulman DeMeo Asset Management's SPYG Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q2 2026, selling an estimated $33.8K and leaving 7,530 shares worth $896K. The position accounts for 0.17% of the portfolio, ranked #44.

Shulman DeMeo Asset Management first reported a position in SPYG in Q3 2019 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Shulman DeMeo Asset Management held 7,530 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $896K as of Q2 2026.
Shulman DeMeo Asset Management sold 296 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $33.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.17% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #44 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2019 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.