SW
SPYG icon

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

SteelPeak 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 		$696K Buy
5,845
+31
+0.5% +$3.54K 0.02% 375
2026
Q1 		$569K Buy
5,814
+438
+8% +$45.6K 0.02% 366
2025
Q4 		$574K Buy
5,376
+379
+8% +$40.2K 0.02% 339
2025
Q3 		$522K Sell
4,997
-121
-2% -$12.1K 0.02% 382
2025
Q2 		$488K Sell
5,118
-165
-3% -$14.1K 0.02% 360
2025
Q1 		$425K Sell
5,283
-542
-9% -$47.3K 0.02% 369
2024
Q4 		$512K Buy
5,825
+262
+5% +$22.6K 0.02% 336
2024
Q3 		$461K Buy
5,563
+117
+2% +$9.35K 0.02% 330
2024
Q2 		$436K Buy
5,446
+895
+20% +$66.8K 0.02% 329
2024
Q1 		$333K Buy
4,551
+297
+7% +$20.7K 0.02% 349
2023
Q4 		$277K Hold
4,254
– – 0.02% 347
2023
Q3 		$252K Sell
4,254
-297
-7% -$18.2K 0.02% 356
2023
Q2 		$278K Buy
4,551
+300
+7% +$17.2K 0.02% 337
2023
Q1 		$235K Hold
4,251
– – 0.02% 332
2022
Q4 		$215K Hold
4,251
– – 0.02% 361
2022
Q3 		$213K Hold
4,251
– – 0.02% 364
2022
Q2 		$222K Buy
4,251
+34
+0.8% +$1.95K 0.02% 363
2022
Q1 		$279K Buy
4,217
+52
+1% +$3.38K 0.02% 358
2021
Q4 		$302K Hold
4,165
– – 0.02% 327
2021
Q3 		$267K Buy
4,165
+7
+0.2% +$462 0.02% 349
2021
Q2 		$262K Hold
4,158
– – 0.02% 355
2021
Q1 		$235K Sell
4,158
-28,709
-87% -$1.61M 0.02% 330
2020
Q4 		$1.82M Buy
+32,867
New +$1.73M 0.17% 106

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

SteelPeak Wealth's SPYG Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.53% in Q2 2026, buying an estimated $3.54K and bringing the position to 5,845 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #375.

SteelPeak Wealth first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q4 2020. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • SteelPeak Wealth held 5,845 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $696K as of Q2 2026.
  • SteelPeak Wealth bought 31 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.54K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #375 holding.
  • SteelPeak Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • SteelPeak Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.82M in Q4 2020.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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