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

Twelve Points 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	$1.31M	Sell	11,007 -450	-4%	-$51.4K	0.26%	78
2026 Q1	$1.12M	Sell	11,457 -259	-2%	-$27K	0.25%	85
2025 Q4	$1.26M	Sell	11,716 -493	-4%	-$52.3K	0.28%	73
2025 Q3	$1.28M	Hold	12,209	–	–	0.32%	80
2025 Q2	$1.16M	Hold	12,209	–	–	0.31%	81
2025 Q1	$981K	Sell	12,209 -165	-1%	-$14.4K	0.27%	91
2024 Q4	$1.09M	Sell	12,374 -15	-0.1%	-$1.3K	0.31%	75
2024 Q3	$1.03M	Sell	12,389 -290	-2%	-$23.2K	0.32%	77
2024 Q2	$1.02M	Sell	12,679 -355	-3%	-$26.5K	0.36%	71
2024 Q1	$953K	Sell	13,034 -108	-0.8%	-$7.52K	0.35%	70
2023 Q4	$855K	Sell	13,142 -436	-3%	-$26.9K	0.41%	70
2023 Q3	$805K	Hold	13,578	–	–	0.4%	66
2023 Q2	$828K	Sell	13,578 -3,030	-18%	-$174K	0.44%	67
2023 Q1	$919K	Buy	16,608 +12,300	+286%	+$651K	0.53%	58
2022 Q4	$218K	Sell	4,308 -6,413	-60%	-$334K	0.15%	149
2022 Q3	$537K	Sell	10,721 -76	-0.7%	-$4.28K	0.42%	79
2022 Q2	$564K	Buy	+10,797	New	+$619K	0.43%	84

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

Twelve Points Wealth Management's SPYG Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.9% in Q2 2026, selling an estimated $51.4K and leaving 11,007 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #78.

Twelve Points Wealth Management first reported a position in SPYG in Q2 2022 and has held it in 17 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Twelve Points Wealth Management held 11,007 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.31M as of Q2 2026.
Twelve Points Wealth Management sold 450 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $51.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Twelve Points Wealth Management's portfolio in Q2 2026, its #78 holding.
Twelve Points Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 17 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 Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.