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

Smallwood Wealth Investment 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 		$16.2K Hold
136
– – 0.01% 289
2026
Q1 		$13.3K Hold
136
– – 0.01% 303
2025
Q4 		$14.5K Sell
136
-165
-55% -$17.5K 0.01% 278
2025
Q3 		$31.5K Hold
301
– – 0.02% 227
2025
Q2 		$28.7K Hold
301
– – 0.02% 218
2025
Q1 		$24.2K Buy
+301
New +$26.3K 0.02% 231

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Smallwood Wealth Investment Management's SPYG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 136 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #289.

Smallwood Wealth Investment Management first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.5K in Q3 2025. 638 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Smallwood Wealth Investment Management held 136 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #289 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $31.5K in Q3 2025.
  • 638 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.