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Wells Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Wells Financial Advisors’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 		$1.43M Buy
11,977
+12
+0.1% +$1.37K 13.23% 1
2026
Q1 		$1.17M Sell
11,965
-9,901
-45% -$1.03M 5.33% 5
2025
Q4 		$2.33M Sell
21,866
-8,691
-28% -$921K 4.43% 8
2025
Q3 		$3.19M Sell
30,557
-1,135
-4% -$113K 4.27% 8
2025
Q2 		$3.02M Sell
31,692
-1,095
-3% -$93.9K 4.15% 8
2025
Q1 		$2.64M Sell
32,787
-248
-0.8% -$21.6K 3.63% 10
2024
Q4 		$2.9M Sell
33,035
-6,634
-17% -$573K 3.96% 9
2024
Q3 		$3.29M Sell
39,669
-157,272
-80% -$12.6M 4.45% 8
2024
Q2 		$15.8M Sell
196,941
-5,844
-3% -$436K 10.39% 1
2024
Q1 		$14.8M Buy
202,785
+1,199
+0.6% +$83.5K 10.1% 1
2023
Q4 		$13.1M Sell
201,586
-1,024
-0.5% -$63.1K 9.53% 2
2023
Q3 		$12M Buy
202,610
+2,623
+1% +$161K 9.34% 2
2023
Q2 		$12.2M Buy
199,987
+11,029
+6% +$632K 9.21% 2
2023
Q1 		$10.5M Sell
188,958
-637
-0.3% -$33.7K 8.33% 3
2022
Q4 		$9.61M Buy
189,595
+60,347
+47% +$3.14M 7.95% 3
2022
Q3 		$6.47M Buy
129,248
+2,246
+2% +$126K 6.27% 7
2022
Q2 		$6.64M Buy
127,002
+53,252
+72% +$3.05M 6% 7
2022
Q1 		$4.88M Buy
73,750
+2,554
+4% +$166K 4.08% 9
2021
Q4 		$5.16M Sell
71,196
-21,381
-23% -$1.49M 4.12% 10
2021
Q3 		$5.93M Buy
92,577
+2,474
+3% +$163K 5.01% 9
2021
Q2 		$5.67M Buy
90,103
+1,723
+2% +$103K 4.79% 9
2021
Q1 		$4.99M Sell
88,380
-138,109
-61% -$7.74M 4.47% 9
2020
Q4 		$12.5M Buy
+226,489
New +$11.9M 10.7% 2

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 22.96% 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

Wells Financial Advisors's SPYG Position: Q2 2026 in Review

Wells Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.1% in Q2 2026, buying an estimated $1.37K and bringing the position to 11,977 shares worth $1.43M. The position accounts for 13.23% of the portfolio, ranked #1.

Wells Financial Advisors first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.8M in Q2 2024. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wells Financial Advisors held 11,977 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.43M as of Q2 2026.
  • Wells Financial Advisors bought 12 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.37K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 13.23% of Wells Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Wells Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Wells Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $15.8M in Q2 2024.
  • 1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.