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

WCG Wealth 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	$6.63M	Sell	55,705 -3,850	-6%	-$440K	0.16%	134
2026 Q1	$5.83M	Sell	59,555 -11,534	-16%	-$1.2M	0.16%	137
2025 Q4	$7.58M	Buy	71,089 +11,448	+19%	+$1.21M	0.21%	107
2025 Q3	$6.23M	Buy	59,641 +7,478	+14%	+$745K	0.39%	75
2025 Q2	$4.97M	Buy	52,163 +27,965	+116%	+$2.4M	0.32%	85
2025 Q1	$1.94M	Sell	24,198 -904	-4%	-$78.9K	0.15%	144
2024 Q4	$2.21M	Sell	25,102 -3,262	-12%	-$282K	0.15%	144
2024 Q3	$2.35M	Sell	28,364 -655	-2%	-$52.4K	0.16%	142
2024 Q2	$2.33M	Buy	29,019 +406	+1%	+$30.3K	0.17%	122
2024 Q1	$2.09M	Sell	28,613 -1,912	-6%	-$133K	0.18%	119
2023 Q4	$1.99M	Buy	30,525 +1,112	+4%	+$68.6K	0.15%	138
2023 Q3	$1.74M	Buy	+29,413	New	+$1.8M	0.13%	147
2022 Q4	–	Sell	-9,839	Closed	-$493K	–	260
2022 Q3	$493K	Sell	9,839 -4,229	-30%	-$238K	0.07%	185
2022 Q2	$735K	Buy	+14,068	New	+$807K	0.1%	143

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 22.9% 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

WCG Wealth Advisors's SPYG Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.5% in Q2 2026, selling an estimated $440K and leaving 55,705 shares worth $6.63M. The position accounts for 0.16% of the portfolio, ranked #134.

WCG Wealth Advisors first reported a position in SPYG in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.58M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

WCG Wealth Advisors held 55,705 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.63M as of Q2 2026.
WCG Wealth Advisors sold 3,850 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $440K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of WCG Wealth Advisors's portfolio in Q2 2026, its #134 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 14 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.58M in Q4 2025.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.