WA
SPYG icon

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

Waverly Advisors’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 		$117M Sell
983,337
-6,578
-0.7% -$752K 0.68% 34
2026
Q1 		$96.9M Buy
989,915
+60,364
+6% +$6.29M 0.72% 25
2025
Q4 		$99.2M Buy
929,551
+115,303
+14% +$12.2M 0.8% 23
2025
Q3 		$85.1M Buy
814,248
+27,368
+3% +$2.73M 0.85% 21
2025
Q2 		$75M Buy
786,880
+11,072
+1% +$949K 0.82% 21
2025
Q1 		$62.4M Buy
775,808
+20,243
+3% +$1.77M 0.76% 21
2024
Q4 		$66.4M Buy
755,565
+397,558
+111% +$34.4M 1.03% 17
2024
Q3 		$29.7M Buy
358,007
+5,561
+2% +$445K 0.55% 32
2024
Q2 		$28.2M Buy
352,446
+14,739
+4% +$1.1M 0.55% 32
2024
Q1 		$24.7M Buy
337,707
+169,288
+101% +$11.8M 0.58% 33
2023
Q4 		$11M Sell
168,419
-4,328
-3% -$267K 0.41% 44
2023
Q3 		$10.2M Sell
172,747
-3,515
-2% -$215K 0.45% 43
2023
Q2 		$10.8M Buy
176,262
+167,405
+1,890% +$9.59M 0.47% 38
2023
Q1 		$490K Hold
8,857
– – 0.03% 194
2022
Q4 		$449K Hold
8,857
– – 0.02% 185
2022
Q3 		$444K Buy
+8,857
New +$498K 0.03% 166

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

Waverly Advisors's SPYG Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.66% in Q2 2026, selling an estimated $752K and leaving 983,337 shares worth $117M. The position accounts for 0.68% of the portfolio, ranked #34.

Waverly Advisors first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Waverly Advisors held 983,337 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $117M as of Q2 2026.
  • Waverly Advisors sold 6,578 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $752K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.68% of Waverly Advisors's portfolio in Q2 2026, its #34 holding.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.