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SPYG icon

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

Wealth Management Resources’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 		$23.6M Sell
198,184
-15,828
-7% -$1.81M 7.27% 6
2026
Q1 		$21M Sell
214,012
-356
-0.2% -$37.1K 7.29% 6
2025
Q4 		$22.9M Sell
214,368
-91,746
-30% -$9.73M 8.05% 6
2025
Q3 		$32M Buy
306,114
+3,755
+1% +$374K 10.35% 3
2025
Q2 		$28.8M Buy
302,359
+1,967
+0.7% +$169K 9.84% 3
2025
Q1 		$24.1M Buy
300,392
+2,153
+0.7% +$188K 8.76% 5
2024
Q4 		$26.2M Buy
298,239
+66,995
+29% +$5.79M 9.67% 4
2024
Q3 		$19.2M Buy
231,244
+11,703
+5% +$935K 7.69% 4
2024
Q2 		$17.6M Sell
219,541
-6,006
-3% -$449K 7.56% 4
2024
Q1 		$16.5M Buy
225,547
+6,150
+3% +$428K 7.13% 3
2023
Q4 		$14.3M Buy
219,397
+52,180
+31% +$3.22M 6.71% 4
2023
Q3 		$9.91M Sell
167,217
-57,193
-25% -$3.5M 4.79% 9
2023
Q2 		$15.7M Buy
224,410
+17,806
+9% +$1.02M 9.12% 2
2023
Q1 		$11.4M Buy
206,604
+5,370
+3% +$284K 7.04% 4
2022
Q4 		$10.2M Buy
201,234
+10,682
+6% +$556K 6.61% 4
2022
Q3 		$10M Buy
190,552
+5,276
+3% +$297K 6.68% 4
2022
Q2 		$9.69M Sell
185,276
-10,752
-5% -$617K 5.96% 4
2022
Q1 		$13M Buy
196,028
+5,582
+3% +$363K 8.97% 2
2021
Q4 		$13.8M Buy
+190,446
New +$13.3M 8.89% 2

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 Management Resources's SPYG Position: Q2 2026 in Review

Wealth Management Resources reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.4% in Q2 2026, selling an estimated $1.81M and leaving 198,184 shares worth $23.6M. The position accounts for 7.27% of the portfolio, ranked #6.

Wealth Management Resources first reported a position in SPYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $32M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wealth Management Resources held 198,184 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.6M as of Q2 2026.
  • Wealth Management Resources sold 15,828 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.81M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.27% of Wealth Management Resources's portfolio in Q2 2026, its #6 holding.
  • Wealth Management Resources first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $32M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.