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SPYG icon

Wealthcare Advisory Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealthcare Advisory Partners’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 		$14.4M Sell
120,854
-1,603
-1% -$183K 0.27% 75
2026
Q1 		$12M Buy
122,457
+1,468
+1% +$153K 0.23% 90
2025
Q4 		$12.9M Buy
120,989
+4,163
+4% +$441K 0.25% 84
2025
Q3 		$12.2M Buy
116,826
+14,150
+14% +$1.41M 0.25% 79
2025
Q2 		$9.79M Buy
102,676
+2,388
+2% +$205K 0.22% 87
2025
Q1 		$8.06M Sell
100,288
-644
-0.6% -$56.2K 0.22% 87
2024
Q4 		$8.87M Sell
100,932
-2,392
-2% -$207K 0.25% 79
2024
Q3 		$8.57M Sell
103,324
-2,102
-2% -$168K 0.24% 82
2024
Q2 		$8.45M Buy
105,426
+4,557
+5% +$340K 0.26% 69
2024
Q1 		$7.38M Buy
100,869
+63,042
+167% +$4.39M 0.24% 76
2023
Q4 		$2.46M Buy
37,827
+1,135
+3% +$70K 0.1% 171
2023
Q3 		$2.18M Buy
36,692
+225
+0.6% +$13.8K 0.1% 162
2023
Q2 		$2.22M Buy
36,467
+1,192
+3% +$68.3K 0.1% 166
2023
Q1 		$1.95M Buy
35,275
+4,175
+13% +$221K 0.08% 181
2022
Q4 		$1.58M Buy
31,100
+6,397
+26% +$333K 0.08% 199
2022
Q3 		$1.24M Buy
24,703
+4,383
+22% +$247K 0.07% 207
2022
Q2 		$1.06M Sell
20,320
-476
-2% -$27.3K 0.06% 198
2022
Q1 		$1.38M Buy
20,796
+9,140
+78% +$595K 0.08% 143
2021
Q4 		$845K Sell
11,656
-118,572
-91% -$8.28M 0.05% 224
2021
Q3 		$8.34M Buy
130,228
+8,908
+7% +$588K 0.55% 34
2021
Q2 		$7.64M Buy
121,320
+29,976
+33% +$1.8M 0.51% 34
2021
Q1 		$5.15M Buy
91,344
+34,200
+60% +$1.92M 0.37% 36
2020
Q4 		$3.16M Buy
57,144
+887
+2% +$46.6K 0.28% 49
2020
Q3 		$2.82M Sell
56,257
-650
-1% -$31.9K 0.31% 41
2020
Q2 		$2.56M Buy
56,907
+5,414
+11% +$225K 0.32% 40
2020
Q1 		$1.84M Buy
51,493
+2,092
+4% +$85.7K 0.27% 48
2019
Q4 		$2.07M Buy
49,401
+4,632
+10% +$186K 0.26% 48
2019
Q3 		$1.74M Buy
44,769
+2,530
+6% +$98.9K 0.25% 55
2019
Q2 		$1.64M Buy
42,239
+9,199
+28% +$349K 0.26% 58
2019
Q1 		$1.23M Buy
33,040
+9,846
+42% +$348K 0.21% 66
2018
Q4 		$754K Buy
23,194
+11,250
+94% +$393K 0.15% 90
2018
Q3 		$457K Buy
11,944
+850
+8% +$31.6K 0.08% 130
2018
Q2 		$390K Buy
+11,094
New +$385K 0.08% 141

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Wealthcare Advisory Partners's SPYG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q2 2026, selling an estimated $183K and leaving 120,854 shares worth $14.4M. The position accounts for 0.27% of the portfolio, ranked #75.

Wealthcare Advisory Partners first reported a position in SPYG in Q2 2018 and has held it in 33 quarters since. 300 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wealthcare Advisory Partners held 120,854 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14.4M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,603 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.27% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #75 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • 300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.