Western Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Western Wealth Management’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	$44.1M	Sell	370,959 -21,151	-5%	-$2.42M	1.44%	9
2026 Q1	$38.4M	Buy	392,110 +14,887	+4%	+$1.55M	1.46%	10
2025 Q4	$40.2M	Buy	377,223 +9,231	+3%	+$979K	1.85%	9
2025 Q3	$38.5M	Buy	367,992 +2,330	+0.6%	+$232K	2.03%	9
2025 Q2	$34.9M	Buy	365,662 +32,261	+10%	+$2.77M	2.07%	8
2025 Q1	$26.8M	Buy	333,401 +33,918	+11%	+$2.96M	1.77%	9
2024 Q4	$26.3M	Buy	299,483 +24,812	+9%	+$2.14M	1.41%	11
2024 Q3	$22.8M	Sell	274,671 -44,340	-14%	-$3.54M	1.3%	12
2024 Q2	$25.6M	Buy	319,011 +17,167	+6%	+$1.28M	1.89%	9
2024 Q1	$22.1M	Buy	301,844 +32,428	+12%	+$2.26M	1.72%	9
2023 Q4	$17.5M	Buy	269,416 +104,093	+63%	+$6.42M	1.26%	13
2023 Q3	$9.8M	Buy	165,323 +26,837	+19%	+$1.64M	0.83%	21
2023 Q2	$8.45M	Buy	138,486 +21,822	+19%	+$1.25M	0.72%	24
2023 Q1	$6.46M	Buy	116,664 +17,287	+17%	+$915K	0.6%	29
2022 Q4	$5.04M	Sell	99,377 -90,541	-48%	-$4.71M	0.51%	41
2022 Q3	$9.53M	Buy	189,918 +190	+0.1%	+$10.7K	0.55%	33
2022 Q2	$9.92M	Sell	189,728 -1,160	-0.6%	-$66.5K	0.57%	32
2022 Q1	$12.6M	Buy	190,888 +108,133	+131%	+$7.04M	0.61%	29
2021 Q4	$5.99M	Buy	+82,755	New	+$5.78M	0.59%	29
2021 Q2	$4.41M	Buy	70,028 +8,896	+15%	+$534K	0.45%	43
2021 Q1	$3.45M	Buy	61,132 +6,615	+12%	+$371K	0.46%	39
2020 Q4	$3.01M	Buy	54,517 +19,546	+56%	+$1.03M	0.44%	43
2020 Q3	$1.75M	Buy	34,971 +14,936	+75%	+$732K	0.29%	86
2020 Q2	$900K	Buy	+20,035	New	+$832K	0.16%	141

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Western Wealth Management's SPYG Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.4% in Q2 2026, selling an estimated $2.42M and leaving 370,959 shares worth $44.1M. The position accounts for 1.44% of the portfolio, ranked #9.

Western Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 24 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Western Wealth Management held 370,959 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $44.1M as of Q2 2026.
Western Wealth Management sold 21,151 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.42M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.44% of Western Wealth Management's portfolio in Q2 2026, its #9 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 24 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.