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

Triad Wealth Partners’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	$2.21M	Buy	18,488 +11,040	+148%	+$1.26M	0.13%	110
2026 Q1	$729K	Sell	7,448 -235	-3%	-$24.5K	0.06%	213
2025 Q4	$820K	Buy	7,683 +1,409	+22%	+$149K	0.08%	181
2025 Q3	$656K	Buy	6,274 +1,134	+22%	+$113K	0.08%	167
2025 Q2	$490K	Buy	5,140 +1,048	+26%	+$89.8K	0.1%	155
2025 Q1	$329K	Buy	+4,092	New	+$357K	0.1%	147
2024 Q3	–	Sell	-547	Closed	-$43.8K	–	789
2024 Q2	$43.8K	Buy	+547	New	+$40.9K	0.02%	247

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

Triad Wealth Partners's SPYG Position: Q2 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 148% in Q2 2026, buying an estimated $1.26M and bringing the position to 18,488 shares worth $2.21M. The position accounts for 0.13% of the portfolio, ranked #110.

Triad Wealth Partners first reported a position in SPYG in Q2 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Triad Wealth Partners held 18,488 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.21M as of Q2 2026.
Triad Wealth Partners bought 11,040 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Triad Wealth Partners's portfolio in Q2 2026, its #110 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 7 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.