UFA
SPYG icon

Uptown Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Uptown Financial 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 		$5.69M Sell
47,799
-61
-0.1% -$6.97K 3.75% 8
2026
Q1 		$4.69M Sell
47,860
-477
-1% -$49.7K 3.72% 7
2025
Q4 		$5.16M Sell
48,337
-1,152
-2% -$122K 3.69% 8
2025
Q3 		$5.17M Buy
49,489
+79
+0.2% +$7.87K 4.26% 7
2025
Q2 		$4.71M Buy
49,410
+5,042
+11% +$432K 4.03% 8
2025
Q1 		$3.57M Buy
44,368
+530
+1% +$46.3K 3.64% 8
2024
Q4 		$3.85M Buy
+43,838
New +$3.79M 4.16% 7

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Uptown Financial Advisors's SPYG Position: Q2 2026 in Review

Uptown Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.13% in Q2 2026, selling an estimated $6.97K and leaving 47,799 shares worth $5.69M. The position accounts for 3.75% of the portfolio, ranked #8.

Uptown Financial Advisors first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Uptown Financial Advisors held 47,799 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.69M as of Q2 2026.
  • Uptown Financial Advisors sold 61 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $6.97K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.75% of Uptown Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Uptown Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.