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

Vance Wealth’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 		$2.66M Sell
22,367
-124
-0.6% -$14.2K 0.6% 39
2026
Q1 		$2.2M Sell
22,491
-771
-3% -$80.3K 0.64% 38
2025
Q4 		$2.48M Sell
23,262
-2,925
-11% -$310K 0.74% 33
2025
Q3 		$2.74M Sell
26,187
-490
-2% -$48.8K 0.84% 30
2025
Q2 		$2.54M Sell
26,677
-2,375
-8% -$204K 0.86% 27
2025
Q1 		$2.33M Sell
29,052
-813
-3% -$71K 0.88% 28
2024
Q4 		$2.63M Sell
29,865
-1,418
-5% -$123K 1.01% 23
2024
Q3 		$2.59M Sell
31,283
-1,074
-3% -$85.8K 0.98% 25
2024
Q2 		$2.59M Sell
32,357
-844
-3% -$63K 1.06% 22
2024
Q1 		$2.43M Sell
33,201
-589
-2% -$41K 0.97% 28
2023
Q4 		$2.2M Buy
33,790
+355
+1% +$21.9K 0.95% 28
2023
Q3 		$1.98M Sell
33,435
-667
-2% -$40.9K 0.93% 28
2023
Q2 		$2.08M Buy
34,102
+745
+2% +$42.7K 0.95% 29
2023
Q1 		$1.85M Sell
33,357
-539
-2% -$28.5K 0.99% 26
2022
Q4 		$1.72M Buy
+33,896
New +$1.76M 1.07% 26

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vance Wealth's SPYG Position: Q2 2026 in Review

Vance Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.55% in Q2 2026, selling an estimated $14.2K and leaving 22,367 shares worth $2.66M. The position accounts for 0.6% of the portfolio, ranked #39.

Vance Wealth first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Vance Wealth held 22,367 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.66M as of Q2 2026.
  • Vance Wealth sold 124 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $14.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.6% of Vance Wealth's portfolio in Q2 2026, its #39 holding.
  • Vance Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Vance Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.74M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.