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

Wealth Advisors Northwest’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	$2.41M	Sell	20,230 -623	-3%	-$71.2K	0.82%	20
2026 Q1	$2.04M	Sell	20,853 -97	-0.5%	-$10.1K	0.86%	20
2025 Q4	$2.24M	Sell	20,950 -1,043	-5%	-$111K	0.99%	19
2025 Q3	$2.3M	Sell	21,993 -2,441	-10%	-$243K	1.11%	18
2025 Q2	$2.33M	Sell	24,434 -841	-3%	-$72.1K	1.23%	16
2025 Q1	$2.03M	Sell	25,275 -1,247	-5%	-$109K	1.29%	17
2024 Q4	$2.33M	Buy	+26,522	New	+$2.29M	1.59%	13

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

Wealth Advisors Northwest reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q2 2026, selling an estimated $71.2K and leaving 20,230 shares worth $2.41M. The position accounts for 0.82% of the portfolio, ranked #20.

Wealth Advisors Northwest first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Wealth Advisors Northwest held 20,230 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.41M as of Q2 2026.
Wealth Advisors Northwest sold 623 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $71.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.82% of Wealth Advisors Northwest's portfolio in Q2 2026, its #20 holding.
Wealth Advisors Northwest first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.