WealthGarden F.S.’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

WealthGarden F.S.’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	$600K	Sell	5,041 -210	-4%	-$24K	0.34%	84
2026 Q1	$514K	Hold	5,251	–	–	0.35%	86
2025 Q4	$565K	Sell	5,251 -522	-9%	-$55.3K	0.37%	79
2025 Q3	$607K	Hold	5,773	–	–	0.43%	75
2025 Q2	$569K	Buy	5,773 +32	+0.6%	+$2.74K	0.47%	68
2025 Q1	$461K	Sell	5,741 -316	-5%	-$27.6K	0.44%	75
2024 Q4	$532K	Buy	6,057 +226	+4%	+$19.5K	0.5%	63
2024 Q3	$484K	Sell	5,831 -506	-8%	-$40.4K	0.47%	66
2024 Q2	$508K	Buy	+6,337	New	+$473K	0.53%	64

Other funds holding SPYG

OWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

WealthGarden F.S.'s SPYG Position: Q2 2026 in Review

WealthGarden F.S. reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4% in Q2 2026, selling an estimated $24K and leaving 5,041 shares worth $600K. The position accounts for 0.34% of the portfolio, ranked #84.

WealthGarden F.S. first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $607K in Q3 2025. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

WealthGarden F.S. held 5,041 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $600K as of Q2 2026.
WealthGarden F.S. sold 210 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $24K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.34% of WealthGarden F.S.'s portfolio in Q2 2026, its #84 holding.
WealthGarden F.S. first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $607K in Q3 2025.
715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.