Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$1.21M	Sell	10,179 -1,600	-14%	-$183K	0.2%	98
2026 Q1	$1.15M	Buy	11,779 +1	+0%	+$104	0.21%	92
2025 Q4	$1.26M	Buy	11,778 +1	+0%	+$106	0.23%	89
2025 Q3	$1.23M	Sell	11,777 -498	-4%	-$49.6K	0.24%	87
2025 Q2	$1.17M	Sell	12,275 -524	-4%	-$44.9K	0.26%	88
2025 Q1	$1.03M	Buy	+12,799	New	+$1.12M	0.25%	92
2022 Q3	–	Sell	-200	Closed	-$10K	–	460
2022 Q2	$10K	Buy	200 +7	+4%	+$401	﹤0.01%	402
2022 Q1	$13K	Buy	193 +43	+29%	+$2.8K	﹤0.01%	407
2021 Q4	$11K	Hold	150	–	–	﹤0.01%	431
2021 Q3	$10K	Buy	150 +15	+11%	+$991	﹤0.01%	436
2021 Q2	$9K	Hold	135	–	–	﹤0.01%	433
2021 Q1	$8K	Hold	135	–	–	﹤0.01%	423
2020 Q4	$7K	Hold	135	–	–	﹤0.01%	393
2020 Q3	$7K	Hold	135	–	–	﹤0.01%	369
2020 Q2	$6K	Hold	135	–	–	﹤0.01%	373
2020 Q1	$4K	Sell	135 -63	-32%	-$2.58K	﹤0.01%	359
2019 Q4	$8K	Buy	+198	New	+$7.94K	﹤0.01%	353

Other funds holding SPYG

OWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s SPYG Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q2 2026, selling an estimated $183K and leaving 10,179 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #98.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPYG in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2025. 672 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 10,179 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.21M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 1,600 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $183K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #98 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 17 quarters since.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.26M in Q4 2025.
672 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.