SPWG
SPYG icon

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

Syntegra Private Wealth Group’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 		$156M Sell
1,308,727
-16,237
-1% -$1.86M 12.06% 2
2026
Q1 		$130M Sell
1,324,964
-148,116
-10% -$15.4M 12.32% 2
2025
Q4 		$157M Buy
1,473,080
+173,361
+13% +$18.4M 14.43% 1
2025
Q3 		$136M Sell
1,299,719
-2,021
-0.2% -$201K 12.81% 1
2025
Q2 		$124M Buy
1,301,740
+37,885
+3% +$3.25M 12.66% 1
2025
Q1 		$102M Sell
1,263,855
-27,542
-2% -$2.4M 11.88% 3
2024
Q4 		$114M Buy
1,291,397
+1,574
+0.1% +$136K 12.82% 1
2024
Q3 		$107M Buy
1,289,823
+175,630
+16% +$14M 12.36% 1
2024
Q2 		$89.3M Buy
1,114,193
+5,969
+0.5% +$446K 11.35% 3
2024
Q1 		$81.1M Buy
1,108,224
+5,502
+0.5% +$383K 10.47% 4
2023
Q4 		$71.7M Sell
1,102,722
-13,481
-1% -$831K 10.13% 4
2023
Q3 		$66.2M Buy
1,116,203
+43,096
+4% +$2.64M 10.39% 3
2023
Q2 		$65.5M Buy
1,073,107
+91,220
+9% +$5.23M 10.01% 3
2023
Q1 		$54.4M Buy
981,887
+331,703
+51% +$17.6M 9.67% 4
2022
Q4 		$32.9M Buy
+650,184
New +$33.8M 6.6% 6

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
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
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
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

Syntegra Private Wealth Group's SPYG Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q2 2026, selling an estimated $1.86M and leaving 1,308,727 shares worth $156M. The position accounts for 12.06% of the portfolio, ranked #2.

Syntegra Private Wealth Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $157M in Q4 2025. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Syntegra Private Wealth Group held 1,308,727 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $156M as of Q2 2026.
  • Syntegra Private Wealth Group sold 16,237 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.86M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 12.06% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Syntegra Private Wealth Group 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.
  • Syntegra Private Wealth Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $157M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.