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

Vawter Financial’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	$559K	Hold	4,699	–	–	0.21%	59
2026 Q1	$460K	Sell	4,699 -770	-14%	-$80.2K	0.19%	66
2025 Q4	$584K	Sell	5,469 -672	-11%	-$71.2K	0.25%	58
2025 Q3	$642K	Buy	+6,141	New	+$612K	0.29%	51
2025 Q2	–	Sell	-6,529	Closed	-$525K	–	92
2025 Q1	$525K	Buy	6,529 +699	+12%	+$61K	0.29%	51
2024 Q4	$512K	Sell	5,830 -895	-13%	-$77.3K	0.31%	49
2024 Q3	$558K	Hold	6,725	–	–	0.34%	47
2024 Q2	$539K	Sell	6,725 -194	-3%	-$14.5K	0.37%	45
2024 Q1	$506K	Buy	6,919 +31	+0.5%	+$2.16K	0.37%	44
2023 Q4	$448K	Hold	6,888	–	–	0.35%	42
2023 Q3	$408K	Hold	6,888	–	–	0.37%	40
2023 Q2	$420K	Buy	+6,888	New	+$395K	0.36%	43

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vawter Financial's SPYG Position: Q2 2026 in Review

Vawter Financial held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 4,699 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #59.

Vawter Financial first reported a position in SPYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $642K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Vawter Financial held 4,699 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $559K as of Q2 2026.
Vawter Financial left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of Vawter Financial's portfolio in Q2 2026, its #59 holding.
Vawter Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Vawter Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $642K in Q3 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.