SWP
SPYG icon

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

SIMA Wealth Partners’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 		$10.6M Sell
88,798
-4,407
-5% -$504K 7.49% 3
2026
Q1 		$9.13M Sell
93,205
-932
-1% -$97.1K 6.95% 5
2025
Q4 		$10M Sell
94,137
-5,407
-5% -$573K 7.64% 2
2025
Q3 		$10.4M Buy
99,544
+151
+0.2% +$15K 7.96% 2
2025
Q2 		$9.47M Sell
99,393
-7,048
-7% -$604K 7.65% 2
2025
Q1 		$8.55M Buy
106,441
+7,193
+7% +$628K 7.1% 2
2024
Q4 		$8.72M Buy
99,248
+23,697
+31% +$2.05M 7.41% 2
2024
Q3 		$6.27M Buy
75,551
+18,450
+32% +$1.47M 5.44% 7
2024
Q2 		$4.58M Buy
+57,101
New +$4.26M 4.36% 7

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

SIMA Wealth Partners's SPYG Position: Q2 2026 in Review

SIMA Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q2 2026, selling an estimated $504K and leaving 88,798 shares worth $10.6M. The position accounts for 7.49% of the portfolio, ranked #3.

SIMA Wealth Partners first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 1,398 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • SIMA Wealth Partners held 88,798 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.6M as of Q2 2026.
  • SIMA Wealth Partners sold 4,407 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $504K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.49% of SIMA Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • SIMA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,398 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.