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

Waterway Wealth Management’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	$514K	Sell	4,318 -1,000	-19%	-$114K	0.1%	73
2026 Q1	$521K	Buy	+5,318	New	+$554K	0.12%	73

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

Waterway Wealth Management's SPYG Position: Q2 2026 in Review

Waterway Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q2 2026, selling an estimated $114K and leaving 4,318 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #73.

Waterway Wealth Management first reported a position in SPYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $521K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Waterway Wealth Management held 4,318 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $514K as of Q2 2026.
Waterway Wealth Management sold 1,000 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Waterway Wealth Management's portfolio in Q2 2026, its #73 holding.
Waterway Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 2 quarters since.
Waterway Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $521K in Q1 2026.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.