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SPYG icon

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

SkyOak Wealth’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 		$3.98M Buy
33,488
+910
+3% +$104K 0.65% 38
2026
Q1 		$3.19M Buy
32,578
+1,492
+5% +$155K 0.58% 44
2025
Q4 		$3.32M Buy
31,086
+2,076
+7% +$220K 0.6% 41
2025
Q3 		$3.03M Sell
29,010
-3,573
-11% -$356K 0.57% 45
2025
Q2 		$3.11M Buy
32,583
+1,950
+6% +$167K 0.62% 43
2025
Q1 		$2.46M Sell
30,633
-2,811
-8% -$245K 0.54% 48
2024
Q4 		$2.94M Sell
33,444
-1,245
-4% -$108K 0.63% 41
2024
Q3 		$2.88M Sell
34,689
-215
-0.6% -$17.2K 0.64% 43
2024
Q2 		$2.8M Buy
34,904
+1,400
+4% +$105K 0.65% 41
2024
Q1 		$2.45M Sell
33,504
-635
-2% -$44.2K 0.59% 47
2023
Q4 		$2.22M Sell
34,139
-129
-0.4% -$7.96K 0.58% 48
2023
Q3 		$2.03M Sell
34,268
-288
-0.8% -$17.6K 0.59% 44
2023
Q2 		$2.11M Buy
34,556
+6,372
+23% +$365K 0.6% 42
2023
Q1 		$1.56M Buy
28,184
+2,860
+11% +$151K 0.48% 52
2022
Q4 		$1.28M Buy
+25,324
New +$1.32M 0.43% 59

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

SkyOak Wealth's SPYG Position: Q2 2026 in Review

SkyOak Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q2 2026, buying an estimated $104K and bringing the position to 33,488 shares worth $3.98M. The position accounts for 0.65% of the portfolio, ranked #38.

SkyOak Wealth first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • SkyOak Wealth held 33,488 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.98M as of Q2 2026.
  • SkyOak Wealth bought 910 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $104K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.65% of SkyOak Wealth's portfolio in Q2 2026, its #38 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.