SWM
SPYG icon

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

Spire Wealth 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 		$1.22M Buy
10,260
+38
+0.4% +$4.34K 0.04% 349
2026
Q1 		$1M Sell
10,222
-1,572
-13% -$164K 0.03% 384
2025
Q4 		$1.26M Buy
11,794
+1,546
+15% +$164K 0.04% 349
2025
Q3 		$1.07M Buy
10,248
+912
+10% +$90.8K 0.04% 368
2025
Q2 		$890K Sell
9,336
-3,170
-25% -$272K 0.03% 383
2025
Q1 		$1.01M Sell
12,506
-49,417
-80% -$4.31M 0.03% 397
2024
Q4 		$5.44M Buy
61,923
+3,875
+7% +$335K 0.17% 122
2024
Q3 		$4.81M Sell
58,048
-6,451
-10% -$516K 0.16% 119
2024
Q2 		$5.17M Sell
64,499
-2,475
-4% -$185K 0.18% 117
2024
Q1 		$4.9M Sell
66,974
-5,750
-8% -$400K 0.09% 162
2023
Q4 		$4.89M Sell
72,724
-2,424
-3% -$149K 0.16% 145
2023
Q3 		$4.45M Buy
75,148
+7,488
+11% +$459K 0.17% 122
2023
Q2 		$4.13M Sell
67,660
-5,265
-7% -$302K 0.15% 129
2023
Q1 		$4.04M Buy
72,925
+35,934
+97% +$1.9M 0.16% 127
2022
Q4 		$1.87M Buy
36,991
+29,216
+376% +$1.52M 0.11% 163
2022
Q3 		$390K Sell
7,775
-70,136
-90% -$3.95M 0.02% 385
2022
Q2 		$4.07M Buy
77,911
+4,205
+6% +$241K 0.17% 131
2022
Q1 		$4.88M Sell
73,706
-18,200
-20% -$1.18M 0.13% 157
2021
Q4 		$6.68M Buy
91,906
+349
+0.4% +$24.4K 0.15% 150
2021
Q3 		$5.89M Buy
91,557
+10,438
+13% +$689K 0.16% 149
2021
Q2 		$5.83M Buy
81,119
+7,946
+11% +$477K 0.16% 153
2021
Q1 		$1.62M Buy
+73,173
New +$4.1M 0.04% 329

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

Spire Wealth Management's SPYG Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.37% in Q2 2026, buying an estimated $4.34K and bringing the position to 10,260 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #349.

Spire Wealth Management first reported a position in SPYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.68M in Q4 2021. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Spire Wealth Management held 10,260 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.22M as of Q2 2026.
  • Spire Wealth Management bought 38 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.34K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.68M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.