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SPYG icon

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

Steph & Co’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 		$78.9K Sell
663
-356
-35% -$40.7K 0.02% 160
2026
Q1 		$99.8K Buy
1,019
+356
+54% +$37.1K 0.03% 146
2025
Q4 		$70.7K Hold
663
– – 0.02% 166
2025
Q3 		$69.3K Hold
663
– – 0.02% 172
2025
Q2 		$63.2K Hold
663
– – 0.02% 169
2025
Q1 		$53.3K Hold
663
– – 0.02% 173
2024
Q4 		$58.3K Hold
663
– – 0.02% 172
2024
Q3 		$55K Buy
+663
New +$53K 0.02% 175

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Steph & Co's SPYG Position: Q2 2026 in Review

Steph & Co reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 35% in Q2 2026, selling an estimated $40.7K and leaving 663 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #160.

Steph & Co first reported a position in SPYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $99.8K in Q1 2026. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Steph & Co held 663 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $78.9K as of Q2 2026.
  • Steph & Co sold 356 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $40.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Steph & Co's portfolio in Q2 2026, its #160 holding.
  • Steph & Co first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Steph & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $99.8K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.