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SPYG icon

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

True Wealth Design’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 		$29.4K Hold
247
– – 0.01% 683
2026
Q1 		$24.2K Buy
+247
New +$25.7K 0.01% 642

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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

True Wealth Design's SPYG Position: Q2 2026 in Review

True Wealth Design held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 247 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #683.

True Wealth Design first reported a position in SPYG in Q1 2026 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • True Wealth Design held 247 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $29.4K as of Q2 2026.
  • True Wealth Design left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #683 holding.
  • True Wealth Design first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.