Wedmont Private Capital’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wedmont Private Capital’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	$611K	Buy	5,094 +492	+11%	+$56.2K	0.02%	485
2026 Q1	$475K	Buy	4,602 +1	+0%	+$104	0.02%	508
2025 Q4	$497K	Sell	4,601 -684	-13%	-$72.5K	0.02%	479
2025 Q3	$554K	Sell	5,285 -575	-10%	-$57.3K	0.02%	438
2025 Q2	$563K	Buy	5,860 +1,262	+27%	+$108K	0.02%	398
2025 Q1	$360K	Sell	4,598 -552	-11%	-$48.2K	0.02%	472
2024 Q4	$451K	Buy	5,150 +743	+17%	+$64.2K	0.02%	417
2024 Q3	$361K	Sell	4,407 -310	-7%	-$24.8K	0.02%	460
2024 Q2	$391K	Buy	+4,717	New	+$352K	0.02%	412

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Wedmont Private Capital's SPYG Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q2 2026, buying an estimated $56.2K and bringing the position to 5,094 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #485.

Wedmont Private Capital first reported a position in SPYG in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Wedmont Private Capital held 5,094 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $611K as of Q2 2026.
Wedmont Private Capital bought 492 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $56.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #485 holding.
Wedmont Private Capital 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.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.