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

Strategies Wealth Advisors’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	$332K	Sell	2,794 -385	-12%	-$44K	0.03%	151
2026 Q1	$311K	Buy	3,179 +1	+0%	+$104	0.03%	134
2025 Q4	$339K	Sell	3,178 -962	-23%	-$102K	0.03%	127
2025 Q3	$433K	Sell	4,140 -515	-11%	-$51.3K	0.05%	116
2025 Q2	$444K	Sell	4,655 -590	-11%	-$50.6K	0.05%	114
2025 Q1	$422K	Sell	5,245 -96	-2%	-$8.38K	0.05%	112
2024 Q4	$488K	Sell	5,341 -656	-11%	-$56.7K	0.06%	83
2024 Q3	$497K	Sell	5,997 -97	-2%	-$7.75K	0.07%	64
2024 Q2	$488K	Sell	6,094 -27	-0.4%	-$2.02K	0.07%	60
2024 Q1	$448K	Sell	6,121 -538	-8%	-$37.4K	0.07%	67
2023 Q4	$433K	Sell	6,659 -40	-0.6%	-$2.47K	0.07%	65
2023 Q3	$397K	Hold	6,699	–	–	0.08%	60
2023 Q2	$409K	Hold	6,699	–	–	0.08%	62
2023 Q1	$371K	Sell	6,699 -347	-5%	-$18.4K	0.08%	60
2022 Q4	$357K	Buy	+7,046	New	+$367K	0.09%	60

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategies Wealth Advisors's SPYG Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q2 2026, selling an estimated $44K and leaving 2,794 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #151.

Strategies Wealth Advisors first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $497K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Strategies Wealth Advisors held 2,794 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $332K as of Q2 2026.
Strategies Wealth Advisors sold 385 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $44K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Strategies Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Strategies Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $497K in Q3 2024.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.