TWM
SPYG icon

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

Trinity 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 		$400K Buy
3,359
+2
+0.1% +$229 0.13% 54
2026
Q1 		$329K Buy
3,357
+762
+29% +$79.3K 0.12% 56
2025
Q4 		$277K Buy
+2,595
New +$275K 0.1% 56

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Trinity Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.06% in Q2 2026, buying an estimated $229 and bringing the position to 3,359 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #54.

Trinity Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Trinity Wealth Management held 3,359 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $400K as of Q2 2026.
  • Trinity Wealth Management bought 2 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $229.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.13% of Trinity Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Trinity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.