VFA
SPYG icon

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

Valeo 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 		$4.07M Sell
34,211
-13
-0% -$1.49K 0.09% 107
2026
Q1 		$3.35M Buy
34,224
+1,595
+5% +$166K 0.08% 113
2025
Q4 		$3.48M Buy
32,629
+388
+1% +$41.1K 0.08% 123
2025
Q3 		$3.37M Buy
32,241
+453
+1% +$45.1K 0.08% 116
2025
Q2 		$3.03M Buy
31,788
+98
+0.3% +$8.4K 0.07% 127
2025
Q1 		$2.55M Sell
31,690
-77
-0.2% -$6.72K 0.07% 125
2024
Q4 		$2.79M Buy
31,767
+2,331
+8% +$201K 0.08% 120
2024
Q3 		$2.44M Sell
29,436
-105
-0.4% -$8.39K 0.07% 133
2024
Q2 		$2.37M Buy
29,541
+288
+1% +$21.5K 0.07% 127
2024
Q1 		$2.06M Buy
29,253
+349
+1% +$24.3K 0.07% 138
2023
Q4 		$1.88M Sell
28,904
-226
-0.8% -$13.9K 0.08% 141
2023
Q3 		$1.73M Buy
+29,130
New +$1.78M 0.08% 142
2023
Q2 		– Sell
-4,094
Closed -$227K – 669
2023
Q1 		$227K Buy
+4,094
New +$217K 0.01% 520
2022
Q3 		– Sell
-5,225
Closed -$273K – 539
2022
Q2 		$273K Sell
5,225
-629
-11% -$36.1K 0.02% 371
2022
Q1 		$388K Buy
5,854
+1,986
+51% +$129K 0.02% 385
2021
Q4 		$280K Buy
+3,868
New +$270K 0.02% 426
2021
Q2 		– Sell
-1,360
Closed -$77K – 1643
2021
Q1 		$77K Hold
1,360
– – ﹤0.01% 702
2020
Q4 		$75K Buy
1,360
+1,112
+448% +$58.4K ﹤0.01% 648
2020
Q3 		$12K Sell
248
-1,618
-87% -$79.3K ﹤0.01% 1046
2020
Q2 		$84K Buy
1,866
+294
+19% +$12.2K 0.01% 564
2020
Q1 		$60K Buy
+1,572
New +$64.4K 0.01% 544

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

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

Valeo Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.04% in Q2 2026, selling an estimated $1.49K and leaving 34,211 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #107.

Valeo Financial Advisors first reported a position in SPYG in Q1 2020 and has held it in 21 quarters since. 392 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Valeo Financial Advisors held 34,211 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.07M as of Q2 2026.
  • Valeo Financial Advisors sold 13 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.49K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 21 quarters since.
  • 392 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.