VWA
SPYG icon

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

Valued 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 		$14.8K Buy
125
+1
+0.8% +$114 0.01% 245
2026
Q1 		$12.2K Sell
124
-11
-8% -$1.15K ﹤0.01% 253
2025
Q4 		$14.4K Sell
135
-77
-36% -$8.16K 0.01% 187
2025
Q3 		$22.2K Hold
212
– – 0.01% 141
2025
Q2 		$20.2K Hold
212
– – 0.01% 142
2025
Q1 		$17K Sell
212
-259
-55% -$22.6K 0.01% 168
2024
Q4 		$41.4K Buy
+471
New +$40.7K 0.03% 101

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Valued Wealth Advisors's SPYG Position: Q2 2026 in Review

Valued Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.81% in Q2 2026, buying an estimated $114 and bringing the position to 125 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #245.

Valued Wealth Advisors first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.4K in Q4 2024. 351 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Valued Wealth Advisors held 125 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14.8K as of Q2 2026.
  • Valued Wealth Advisors bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q2 2026, an estimated $114.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Valued Wealth 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.
  • Valued Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $41.4K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.