SFG
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Snider Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Snider Financial Group’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 		$391K Sell
3,289
-144
-4% -$16.5K 0.1% 82
2026
Q1 		$336K Buy
3,433
+84
+3% +$8.75K 0.1% 78
2025
Q4 		$357K Buy
3,349
+213
+7% +$22.6K 0.1% 82
2025
Q3 		$328K Sell
3,136
-10
-0.3% -$996 0.09% 93
2025
Q2 		$300K Sell
3,146
-229
-7% -$19.6K 0.09% 94
2025
Q1 		$271K Sell
3,375
-234
-6% -$20.4K 0.09% 99
2024
Q4 		$317K Sell
3,609
-50
-1% -$4.32K 0.1% 93
2024
Q3 		$303K Buy
3,659
+239
+7% +$19.1K 0.11% 56
2024
Q2 		$274K Sell
3,420
-234
-6% -$17.5K 0.11% 56
2024
Q1 		$267K Sell
3,654
-35
-0.9% -$2.44K 0.11% 55
2023
Q4 		$240K Sell
3,689
-6
-0.2% -$370 0.11% 52
2023
Q3 		$219K Sell
3,695
-174
-4% -$10.7K 0.11% 55
2023
Q2 		$236K Buy
+3,869
New +$222K 0.11% 54

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Snider Financial Group's SPYG Position: Q2 2026 in Review

Snider Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.2% in Q2 2026, selling an estimated $16.5K and leaving 3,289 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #82.

Snider Financial Group first reported a position in SPYG in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Snider Financial Group held 3,289 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $391K as of Q2 2026.
  • Snider Financial Group sold 144 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $16.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Snider Financial Group's portfolio in Q2 2026, its #82 holding.
  • Snider Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 13 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 Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.