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

USAdvisors 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	$5.01M	Sell	42,112 -2,684	-6%	-$307K	1.44%	23
2026 Q1	$4.21M	Buy	44,796 +506	+1%	+$52.7K	1.4%	24
2025 Q4	$4.72M	Sell	44,290 -2,966	-6%	-$314K	1.56%	18
2025 Q3	$4.94M	Sell	47,256 -4,606	-9%	-$459K	1.7%	17
2025 Q2	$4.95M	Buy	51,862 +1,446	+3%	+$124K	1.84%	16
2025 Q1	$4.05M	Sell	50,416 -2,966	-6%	-$259K	1.41%	23
2024 Q4	$4.69M	Sell	53,382 -5,882	-10%	-$508K	1.52%	21
2024 Q3	$4.89M	Sell	59,264 -2,841	-5%	-$227K	1.71%	16
2024 Q2	$4.98M	Sell	62,105 -9,279	-13%	-$693K	1.75%	16
2024 Q1	$5.24M	Sell	71,384 -2,796	-4%	-$195K	1.98%	15
2023 Q4	$4.83M	Buy	+74,180	New	+$4.57M	2%	17
2022 Q1	–	Sell	-62,114	Closed	-$4.5M	–	145
2021 Q4	$4.5M	Sell	62,114 -5,640	-8%	-$394K	1.83%	20
2021 Q3	$4.34M	Sell	67,754 -4,436	-6%	-$293K	1.88%	19
2021 Q2	$4.54M	Sell	72,190 -489	-0.7%	-$29.3K	2.47%	16
2021 Q1	$4.1M	Sell	72,679 -100	-0.1%	-$5.6K	1.98%	19
2020 Q4	$4.02M	Sell	72,779 -273	-0.4%	-$14.3K	1.93%	16
2020 Q3	$3.66K	Sell	73,052 -334	-0.5%	-$16.4K	0.57%	20
2020 Q2	$3.3M	Buy	73,386 +46,954	+178%	+$1.95M	1.75%	19
2020 Q1	$945K	Buy	+26,432	New	+$1.08M	0.58%	39

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 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

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

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

USAdvisors Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6% in Q2 2026, selling an estimated $307K and leaving 42,112 shares worth $5.01M. The position accounts for 1.44% of the portfolio, ranked #23.

USAdvisors Wealth Management first reported a position in SPYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.24M in Q1 2024. 677 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

USAdvisors Wealth Management held 42,112 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.01M as of Q2 2026.
USAdvisors Wealth Management sold 2,684 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $307K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.44% of USAdvisors Wealth Management's portfolio in Q2 2026, its #23 holding.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 19 quarters since.
USAdvisors Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.24M in Q1 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.