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

WealthPlan Investment Management’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	$5.85M	Sell	49,175 -9,455	-16%	-$1.08M	0.29%	80
2026 Q1	$5.74M	Sell	58,630 -18,990	-24%	-$1.98M	0.32%	78
2025 Q4	$8.28M	Sell	77,620 -1,670	-2%	-$177K	0.53%	52
2025 Q3	$8.29M	Buy	79,290 +2,426	+3%	+$242K	0.55%	69
2025 Q2	$7.33M	Buy	76,864 +28,309	+58%	+$2.43M	0.53%	64
2025 Q1	$3.9M	Buy	48,555 +811	+2%	+$70.8K	0.38%	76
2024 Q4	$4.2M	Buy	47,744 +388	+0.8%	+$33.5K	0.41%	70
2024 Q3	$3.93M	Buy	47,356 +3,745	+9%	+$299K	0.4%	76
2024 Q2	$3.49M	Buy	43,611 +1,539	+4%	+$115K	0.53%	64
2024 Q1	$3.08M	Buy	42,072 +11,063	+36%	+$770K	0.47%	64
2023 Q4	$2.02M	Buy	31,009 +826	+3%	+$50.9K	0.32%	74
2023 Q3	$1.79M	Buy	30,183 +9,791	+48%	+$600K	0.32%	71
2023 Q2	$1.24M	Sell	20,392 -10,284	-34%	-$589K	0.37%	69
2023 Q1	$1.7M	Sell	30,676 -60,735	-66%	-$3.22M	0.29%	73
2022 Q4	$4.99M	Buy	91,411 +75,803	+486%	+$3.94M	0.35%	73
2022 Q3	$821K	Buy	+15,608	New	+$878K	0.06%	182
2022 Q1	$656K	Buy	+11,345	New	+$738K	0.05%	219

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

WealthPlan Investment Management's SPYG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 16% in Q2 2026, selling an estimated $1.08M and leaving 49,175 shares worth $5.85M. The position accounts for 0.29% of the portfolio, ranked #80.

WealthPlan Investment Management first reported a position in SPYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.29M in Q3 2025. 595 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

WealthPlan Investment Management held 49,175 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.85M as of Q2 2026.
WealthPlan Investment Management sold 9,455 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.08M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.29% of WealthPlan Investment Management's portfolio in Q2 2026, its #80 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.29M in Q3 2025.
595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.