Turtle Creek Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Turtle Creek Wealth Advisors’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	$3.4M	Hold	28,556	–	–	0.18%	92
2026 Q1	$2.8M	Sell	28,556 -1,340	-4%	-$140K	0.21%	85
2025 Q4	$3.19M	Hold	29,896	–	–	0.25%	85
2025 Q3	$3.12M	Buy	29,896 +10,982	+58%	+$1.09M	0.28%	82
2025 Q2	$1.8M	Hold	18,914	–	–	0.21%	88
2025 Q1	$1.52M	Hold	18,914	–	–	0.23%	83
2024 Q4	$1.66M	Hold	18,914	–	–	0.38%	52
2024 Q3	$1.57M	Hold	18,914	–	–	0.31%	63
2024 Q2	$1.52M	Hold	18,914	–	–	0.35%	61
2024 Q1	$1.38M	Hold	18,914	–	–	0.34%	66
2023 Q4	$1.23M	Buy	+18,914	New	+$1.17M	0.36%	66

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Turtle Creek Wealth Advisors's SPYG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 28,556 shares worth $3.4M. The position accounts for 0.18% of the portfolio, ranked #92.

Turtle Creek Wealth Advisors first reported a position in SPYG in Q4 2023 and has held it in 11 quarters since. 789 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Turtle Creek Wealth Advisors held 28,556 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.4M as of Q2 2026.
Turtle Creek Wealth Advisors 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 0.18% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Turtle Creek Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
789 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.