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

Wellspring 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 		$8.92M Sell
74,967
-2,136
-3% -$244K 0.59% 27
2026
Q1 		$7.55M Sell
77,103
-983
-1% -$102K 0.57% 31
2025
Q4 		$8.33M Sell
78,086
-1,978
-2% -$210K 0.66% 26
2025
Q3 		$8.37M Sell
80,064
-1,342
-2% -$134K 0.77% 23
2025
Q2 		$7.76M Sell
81,406
-2,227
-3% -$191K 0.78% 23
2025
Q1 		$6.72M Sell
83,633
-173,066
-67% -$15.1M 0.75% 22
2024
Q4 		$9.02M Buy
256,699
+11,445
+5% +$989K 0.94% 21
2024
Q3 		$8.53M Buy
245,254
+140,911
+135% +$11.3M 1.02% 20
2024
Q2 		$8.36M Sell
104,343
-5,886
-5% -$440K 1.14% 21
2024
Q1 		$8.06M Sell
110,229
-1,838
-2% -$128K 1.27% 19
2023
Q4 		$7.29M Sell
112,067
-6,896
-6% -$425K 1.81% 16
2023
Q3 		$7.05M Buy
118,963
+752
+0.6% +$46.1K 2.06% 15
2023
Q2 		$7.21M Buy
118,211
+2,374
+2% +$136K 2.04% 16
2023
Q1 		$6.41M Buy
115,837
+71,964
+164% +$3.81M 1.9% 15
2022
Q4 		$2.22M Buy
+43,873
New +$2.28M 0.74% 31

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q2 2026, selling an estimated $244K and leaving 74,967 shares worth $8.92M. The position accounts for 0.59% of the portfolio, ranked #27.

Wellspring Financial Advisors first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.02M in Q4 2024. 497 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Wellspring Financial Advisors held 74,967 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.92M as of Q2 2026.
  • Wellspring Financial Advisors sold 2,136 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $244K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.59% of Wellspring Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Wellspring Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Wellspring Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $9.02M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.