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

Tradition 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	$2.32M	Sell	19,468 -4,362	-18%	-$499K	0.14%	141
2026 Q1	$2.33M	Sell	23,830 -1	-0%	-$104	0.17%	127
2025 Q4	$2.54M	Sell	23,831 -284	-1%	-$30.1K	0.18%	111
2025 Q3	$2.52M	Buy	24,115 +1,932	+9%	+$192K	0.19%	110
2025 Q2	$2.11M	Buy	22,183 +3,396	+18%	+$291K	0.17%	119
2025 Q1	$1.51M	Buy	18,787 +738	+4%	+$64.4K	0.13%	142
2024 Q4	$1.59M	Buy	18,049 +5,700	+46%	+$492K	0.14%	132
2024 Q3	$1.02M	Buy	12,349 +986	+9%	+$78.8K	0.09%	169
2024 Q2	$911K	Buy	11,363 +3,206	+39%	+$239K	0.09%	167
2024 Q1	$597K	Buy	8,157 +6,732	+472%	+$469K	0.06%	194
2023 Q4	$93K	Sell	1,425 -630	-31%	-$38.9K	0.01%	495
2023 Q3	$122K	Buy	2,055 +2	+0.1%	+$123	0.01%	387
2023 Q2	$125K	Buy	2,053 +2	+0.1%	+$115	0.01%	406
2023 Q1	$114K	Buy	2,051 +626	+44%	+$33.1K	0.01%	410
2022 Q4	$72K	Sell	1,425 -263	-16%	-$13.7K	0.01%	447
2022 Q3	$85K	Hold	1,688	–	–	0.01%	391
2022 Q2	$88K	Hold	1,688	–	–	0.01%	372
2022 Q1	$112K	Hold	1,688	–	–	0.01%	383
2021 Q4	$122K	Hold	1,688	–	–	0.02%	367
2021 Q3	$108K	Hold	1,688	–	–	0.02%	362
2021 Q2	$106K	Hold	1,688	–	–	0.02%	381
2021 Q1	$95K	Sell	1,688 -500	-23%	-$28K	0.02%	331
2020 Q4	$121K	Buy	+2,188	New	+$115K	0.02%	282

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

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

Tradition Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 18% in Q2 2026, selling an estimated $499K and leaving 19,468 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #141.

Tradition Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.54M in Q4 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Tradition Wealth Management held 19,468 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.32M as of Q2 2026.
Tradition Wealth Management sold 4,362 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $499K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Tradition Wealth Management's portfolio in Q2 2026, its #141 holding.
Tradition Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.54M in Q4 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.