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Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wealthspire Advisors (New York)’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 		$45.2M Buy
380,113
+277,480
+270% +$31.7M 0.25% 69
2026
Q1 		$10M Buy
102,633
+6,875
+7% +$716K 0.08% 114
2025
Q4 		$10.2M Buy
95,758
+1,605
+2% +$170K 0.08% 114
2025
Q3 		$9.84M Sell
94,153
-54,905
-37% -$5.47M 0.05% 116
2025
Q2 		$14.2M Buy
149,058
+7,261
+5% +$622K 0.08% 94
2025
Q1 		$11.4M Sell
141,797
-5,591
-4% -$488K 0.07% 103
2024
Q4 		$13M Buy
147,388
+8,855
+6% +$765K 0.13% 82
2024
Q3 		$11.5M Sell
138,533
-9,745
-7% -$779K 0.12% 91
2024
Q2 		$11.9M Sell
148,278
-15,141
-9% -$1.13M 0.15% 68
2024
Q1 		$12M Sell
163,419
-12,870
-7% -$896K 0.16% 63
2023
Q4 		$11.5M Buy
+176,289
New +$10.9M 0.16% 61
2022
Q4 		– Sell
-4,803
Closed -$241K – 602
2022
Q3 		$241K Buy
+4,803
New +$270K 0.01% 447
2022
Q2 		– Sell
-3,017
Closed -$200K – 520
2022
Q1 		$200K Hold
3,017
– – ﹤0.01% 417
2021
Q4 		$219K Sell
3,017
-125
-4% -$8.73K ﹤0.01% 499
2021
Q3 		$201K Sell
3,142
-100
-3% -$6.6K ﹤0.01% 551
2021
Q2 		$204K Sell
3,242
-1,225
-27% -$73.5K 0.01% 354
2021
Q1 		$252K Buy
+4,467
New +$250K 0.01% 609

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 22.9% 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

Wealthspire Advisors (New York)'s SPYG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 270% in Q2 2026, buying an estimated $31.7M and bringing the position to 380,113 shares worth $45.2M. The position accounts for 0.25% of the portfolio, ranked #69.

Wealthspire Advisors (New York) first reported a position in SPYG in Q1 2021 and has held it in 17 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wealthspire Advisors (New York) held 380,113 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $45.2M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 277,480 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31.7M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #69 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • 1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.