SWM
SPYG icon

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

StoneCrest 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 		$3.54M Buy
+29,727
New +$3.4M 1.13% 35

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

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

StoneCrest Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 29,727 shares worth $3.54M. The stake represents 1.13% of the portfolio and ranks #35 among its holdings.

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

  • StoneCrest Wealth Management held 29,727 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.54M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new StoneCrest Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.13% of StoneCrest Wealth Management's portfolio in Q2 2026, its #35 holding.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.