Wallace Advisory Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wallace Advisory Group’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	$1.48M	Buy	12,452 +2,584	+26%	+$295K	1.39%	14
2026 Q1	$966K	Sell	9,868 -892	-8%	-$92.9K	1.03%	18
2025 Q4	$1.15M	Sell	10,760 -2,627	-20%	-$278K	1.2%	21
2025 Q3	$1.28M	Buy	13,387 +210	+2%	+$20.9K	1.03%	22
2025 Q2	$1.06M	Sell	13,177 -16	-0.1%	-$1.37K	0.77%	34
2025 Q1	$1.16M	Buy	13,193 +4,214	+47%	+$368K	0.8%	29
2024 Q4	$745K	Sell	8,979 -503	-5%	-$43.5K	0.51%	50
2024 Q3	$760K	Hold	9,482	–	–	0.56%	42
2024 Q2	$760K	Buy	9,482 +2,073	+28%	+$155K	0.55%	42
2024 Q1	$482K	Sell	7,409 -1,030	-12%	-$71.7K	0.36%	75
2023 Q4	$500K	Sell	8,439 -93	-1%	-$5.74K	0.39%	62
2023 Q3	$521K	Sell	8,532 -226	-3%	-$13.8K	0.37%	65
2023 Q2	$485K	Hold	8,758	–	–	0.37%	74
2023 Q1	$485K	Buy	8,758 +326	+4%	+$17.3K	0.37%	74
2022 Q4	$427K	Buy	+8,432	New	+$439K	0.34%	79

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

Wallace Advisory Group's SPYG Position: Q2 2026 in Review

Wallace Advisory Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q2 2026, buying an estimated $295K and bringing the position to 12,452 shares worth $1.48M. The position accounts for 1.39% of the portfolio, ranked #14.

Wallace Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Wallace Advisory Group held 12,452 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.48M as of Q2 2026.
Wallace Advisory Group bought 2,584 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $295K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.39% of Wallace Advisory Group's portfolio in Q2 2026, its #14 holding.
Wallace Advisory Group 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.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.