TF
SPYG icon

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

TLWM Financial’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 		$46.3M Buy
389,066
+512
+0.1% +$58.5K 7.53% 4
2026
Q1 		$38M Buy
388,554
+163,779
+73% +$17.1M 6.85% 4
2025
Q4 		$24M Buy
+224,775
New +$23.8M 4.39% 9
2022
Q2 		– Sell
-3,850
Closed -$249K – 69
2022
Q1 		$249K Buy
3,850
+128
+3% +$8.33K 0.09% 65
2021
Q4 		$270K Buy
3,722
+169
+5% +$11.8K 0.09% 62
2021
Q3 		$223K Buy
3,553
+58
+2% +$3.83K 0.08% 64
2021
Q2 		$219K Buy
+3,495
New +$210K 0.08% 69

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

TLWM Financial's SPYG Position: Q2 2026 in Review

TLWM Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.13% in Q2 2026, buying an estimated $58.5K and bringing the position to 389,066 shares worth $46.3M. The position accounts for 7.53% of the portfolio, ranked #4.

TLWM Financial first reported a position in SPYG in Q2 2021 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • TLWM Financial held 389,066 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $46.3M as of Q2 2026.
  • TLWM Financial bought 512 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $58.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.53% of TLWM Financial's portfolio in Q2 2026, its #4 holding.
  • TLWM Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 7 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.