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

SOA Wealth Advisors’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	$31.7K	Buy	+266	New	+$30.4K	0.01%	455

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SOA Wealth Advisors's SPYG Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 266 shares worth $31.7K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

SOA Wealth Advisors held 266 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $31.7K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new SOA Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #455 holding.
378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.