Wealth Enhancement Advisory Services
SPYG icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealth Enhancement Advisory Services’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 		$43.2M Sell
359,819
-16,730
-4% -$1.91M 0.07% 238
2026
Q1 		$37.4M Sell
376,549
-174,988
-32% -$18.2M 0.08% 248
2025
Q4 		$59.4M Sell
551,537
-3,573
-0.6% -$379K 0.08% 234
2025
Q3 		$58.1M Sell
555,110
-7,602
-1% -$757K 0.09% 219
2025
Q2 		$54.1M Sell
562,712
-31,009
-5% -$2.66M 0.09% 216
2025
Q1 		$47.7M Buy
593,721
+13,149
+2% +$1.15M 0.09% 214
2024
Q4 		$51M Buy
580,572
+176,773
+44% +$15.3M 0.1% 199
2024
Q3 		$33.5M Sell
403,799
-15,752
-4% -$1.26M 0.07% 258
2024
Q2 		$33.6M Sell
419,551
-14,170
-3% -$1.06M 0.08% 238
2024
Q1 		$31.7M Sell
433,721
-6,374
-1% -$444K 0.08% 242
2023
Q4 		$28.6M Sell
440,095
-9,427
-2% -$581K 0.08% 226
2023
Q3 		$26.6M Buy
+449,522
New +$27.5M 0.09% 223
2023
Q1 		– Sell
-12,630
Closed -$666K – 559
2022
Q4 		$666K Buy
12,630
+5,639
+81% +$293K 0.01% 258
2022
Q3 		$354K Buy
6,991
+3,338
+91% +$188K 0.01% 291
2022
Q2 		$201K Buy
+3,653
New +$209K ﹤0.01% 323

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

Wealth Enhancement Advisory Services's SPYG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.4% in Q2 2026, selling an estimated $1.91M and leaving 359,819 shares worth $43.2M. The position accounts for 0.07% of the portfolio, ranked #238.

Wealth Enhancement Advisory Services first reported a position in SPYG in Q2 2022 and has held it in 15 quarters since. The position peaked at $59.4M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 359,819 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $43.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 16,730 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.91M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #238 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $59.4M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.