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

West Branch 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 		$1.19K Hold
10
– – ﹤0.01% 299
2026
Q1 		$980 Hold
10
– – ﹤0.01% 319
2025
Q4 		$1.07K Hold
10
– – ﹤0.01% 352
2025
Q3 		$1.05K Hold
10
– – ﹤0.01% 378
2025
Q2 		$954 Sell
10
-46
-82% -$3.94K ﹤0.01% 396
2025
Q1 		$4.5K Sell
56
-513
-90% -$44.8K ﹤0.01% 357
2024
Q4 		$50K Buy
569
+513
+916% +$44.3K 0.02% 152
2024
Q3 		$4.64K Hold
56
– – ﹤0.01% 346
2024
Q2 		$4.49K Hold
56
– – ﹤0.01% 344
2024
Q1 		$4.1K Hold
56
– – ﹤0.01% 347
2023
Q4 		$3.64K Hold
56
– – ﹤0.01% 359
2023
Q3 		$3.32K Hold
56
– – ﹤0.01% 369
2023
Q2 		$3.42K Hold
56
– – ﹤0.01% 374
2023
Q1 		$3.1K Sell
56
-599
-91% -$31.7K ﹤0.01% 382
2022
Q4 		$33.2K Buy
655
+2
+0.3% +$104 0.02% 188
2022
Q3 		$33K Buy
653
+1
+0.2% +$56 0.02% 198
2022
Q2 		$34K Buy
652
+2
+0.3% +$115 0.02% 196
2022
Q1 		$43K Buy
650
+1
+0.2% +$65 0.02% 196
2021
Q4 		$47K Buy
649
+1
+0.2% +$70 0.02% 202
2021
Q3 		$41K Buy
648
+1
+0.2% +$66 0.02% 198
2021
Q2 		$41K Buy
+647
New +$38.8K 0.02% 207

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

West Branch Capital's SPYG Position: Q2 2026 in Review

West Branch Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 10 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

West Branch Capital first reported a position in SPYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $50K in Q4 2024. 386 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • West Branch Capital held 10 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.19K as of Q2 2026.
  • West Branch Capital left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #299 holding.
  • West Branch Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $50K in Q4 2024.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.