WAOI
SPYG icon

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

Wealth Advisors of Iowa’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 		$16.1M Buy
135,000
+79,253
+142% +$9.06M 4.35% 8
2026
Q1 		$5.46M Buy
55,747
+9,252
+20% +$963K 1.69% 11
2025
Q4 		$4.96M Sell
46,495
-425
-0.9% -$45.1K 1.63% 14
2025
Q3 		$4.9M Buy
46,920
+5,992
+15% +$597K 1.67% 14
2025
Q2 		$3.9M Buy
40,928
+2,741
+7% +$235K 1.46% 14
2025
Q1 		$3.07M Sell
38,187
-15,281
-29% -$1.33M 1.32% 13
2024
Q4 		$4.7M Buy
53,468
+16,914
+46% +$1.46M 2.37% 10
2024
Q3 		$3.03M Sell
36,554
-689,161
-95% -$55.1M 1.54% 11
2024
Q2 		$41.7M Buy
725,715
+690,653
+1,970% +$51.6M 23.26% 1
2024
Q1 		$2.56M Sell
35,062
-62
-0.2% -$4.32K 1.56% 11
2023
Q4 		$2.29M Buy
35,124
+5,257
+18% +$324K 1.53% 11
2023
Q3 		$1.77M Sell
29,867
-2,251
-7% -$138K 1.25% 11
2023
Q2 		$1.96M Sell
32,118
-1,475
-4% -$84.5K 1.42% 9
2023
Q1 		$1.86M Buy
33,593
+1,240
+4% +$65.7K 1.45% 11
2022
Q4 		$1.64M Buy
32,353
+12,861
+66% +$669K 1.34% 10
2022
Q3 		$977K Buy
19,492
+9,093
+87% +$512K 0.91% 13
2022
Q2 		$544K Sell
10,399
-134,408
-93% -$7.71M 0.29% 28
2022
Q1 		$9.59M Buy
+144,807
New +$9.42M 4.8% 6

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 22.9% 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

Wealth Advisors of Iowa's SPYG Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 142% in Q2 2026, buying an estimated $9.06M and bringing the position to 135,000 shares worth $16.1M. The position accounts for 4.35% of the portfolio, ranked #8.

Wealth Advisors of Iowa first reported a position in SPYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $41.7M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wealth Advisors of Iowa held 135,000 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $16.1M as of Q2 2026.
  • Wealth Advisors of Iowa bought 79,253 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $9.06M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.35% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #8 holding.
  • Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $41.7M in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.