WFPG
SPYG icon

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

Waller Financial Planning 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 		$42M Sell
352,803
-31,796
-8% -$3.64M 8.64% 2
2026
Q1 		$37.7M Buy
384,599
+31,401
+9% +$3.27M 8.31% 3
2025
Q4 		$37.7M Buy
353,198
+251,181
+246% +$26.6M 8.37% 2
2025
Q3 		$10.7M Buy
102,017
+2,255
+2% +$225K 2.45% 10
2025
Q2 		$9.51M Buy
99,762
+17,896
+22% +$1.53M 2.3% 11
2025
Q1 		$6.58M Sell
81,866
-8,140
-9% -$711K 1.85% 15
2024
Q4 		$7.91M Buy
90,006
+4,955
+6% +$428K 1.99% 14
2024
Q3 		$7.05M Buy
85,051
+1,984
+2% +$159K 1.75% 15
2024
Q2 		$6.66M Buy
83,067
+92
+0.1% +$6.87K 1.79% 14
2024
Q1 		$6.07M Buy
82,975
+11,880
+17% +$827K 1.62% 15
2023
Q4 		$4.63M Sell
71,095
-1,727
-2% -$106K 1.22% 19
2023
Q3 		$4.32M Sell
72,822
-3,354
-4% -$205K 1.26% 18
2023
Q2 		$4.65M Sell
76,176
-6,958
-8% -$399K 1.28% 18
2023
Q1 		$4.6M Sell
83,134
-36,554
-31% -$1.94M 1.3% 18
2022
Q4 		$6.06M Buy
119,688
+249
+0.2% +$13K 1.76% 17
2022
Q3 		$5.98M Buy
119,439
+370
+0.3% +$20.8K 1.83% 16
2022
Q2 		$6.22M Buy
119,069
+7,183
+6% +$412K 1.82% 16
2022
Q1 		$7.41M Buy
111,886
+2,409
+2% +$157K 1.96% 14
2021
Q4 		$7.93M Sell
109,477
-7,004
-6% -$489K 1.99% 13
2021
Q3 		$7.46M Buy
116,481
+2,386
+2% +$158K 1.98% 12
2021
Q2 		$7.18M Buy
114,095
+15,685
+16% +$941K 1.93% 13
2021
Q1 		$5.55M Sell
98,410
-3,460
-3% -$194K 1.59% 18
2020
Q4 		$5.63M Sell
101,870
-15,706
-13% -$825K 1.76% 17
2020
Q3 		$5.89M Sell
117,576
-2,666
-2% -$131K 2.16% 14
2020
Q2 		$5.4M Sell
120,242
-63,971
-35% -$2.66M 2.1% 13
2020
Q1 		$6.58M Buy
184,213
+26,864
+17% +$1.1M 3.44% 11
2019
Q4 		$6.59M Buy
157,349
+2,345
+2% +$94K 3.31% 12
2019
Q3 		$6.12M Buy
155,004
+6,532
+4% +$255K 3.24% 12
2019
Q2 		$5.89M Buy
148,472
+6,880
+5% +$261K 3.28% 11
2019
Q1 		$5.38M Buy
141,592
+4,622
+3% +$163K 3.11% 12
2018
Q4 		$4.45M Buy
+136,970
New +$4.79M 3.08% 13

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waller Financial Planning Group's SPYG Position: Q2 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.3% in Q2 2026, selling an estimated $3.64M and leaving 352,803 shares worth $42M. The position accounts for 8.64% of the portfolio, ranked #2.

Waller Financial Planning Group first reported a position in SPYG in Q4 2018 and has held it in 31 quarters since. 968 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Waller Financial Planning Group held 352,803 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $42M as of Q2 2026.
  • Waller Financial Planning Group sold 31,796 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $3.64M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.64% of Waller Financial Planning Group's portfolio in Q2 2026, its #2 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.