SWM
SPYG icon

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

SilverOak 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 		$81.1M Buy
681,977
+44,525
+7% +$5.09M 10.45% 3
2026
Q1 		$62.4M Buy
637,452
+17,491
+3% +$1.82M 9.87% 4
2025
Q4 		$66.1M Buy
619,961
+800
+0.1% +$84.8K 10.37% 4
2025
Q3 		$64.7M Buy
619,161
+28,118
+5% +$2.8M 10.92% 4
2025
Q2 		$56.3M Buy
591,043
+17,343
+3% +$1.49M 10.57% 4
2025
Q1 		$46.1M Buy
573,700
+32,244
+6% +$2.81M 9.97% 4
2024
Q4 		$47.6M Buy
541,456
+29,047
+6% +$2.51M 10.24% 4
2024
Q3 		$42.5M Buy
512,409
+14,019
+3% +$1.12M 9.53% 4
2024
Q2 		$39.9M Buy
498,390
+4,854
+1% +$363K 9.59% 4
2024
Q1 		$36.1M Buy
493,536
+7,131
+1% +$496K 8.97% 4
2023
Q4 		$31.6M Buy
+486,405
New +$30M 8.55% 5

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SilverOak Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7% in Q2 2026, buying an estimated $5.09M and bringing the position to 681,977 shares worth $81.1M. The position accounts for 10.45% of the portfolio, ranked #3.

SilverOak Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • SilverOak Wealth Management held 681,977 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $81.1M as of Q2 2026.
  • SilverOak Wealth Management bought 44,525 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $5.09M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 10.45% of SilverOak Wealth Management's portfolio in Q2 2026, its #3 holding.
  • SilverOak Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.