Whitcomb & Hess’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Whitcomb & Hess’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	$42.9M	Buy	360,528 +7,980	+2%	+$912K	9.27%	3
2026 Q1	$34.5M	Buy	352,548 +7,921	+2%	+$825K	8.05%	3
2025 Q4	$37.3M	Sell	344,627 -24,559	-7%	-$2.6M	8.79%	3
2025 Q3	$38.6M	Sell	369,186 -2,263	-0.6%	-$225K	9.92%	3
2025 Q2	$35.4M	Sell	371,449 -319	-0.1%	-$27.3K	9.99%	3
2025 Q1	$29.9M	Sell	371,768 -4,704	-1%	-$411K	9.05%	3
2024 Q4	$33.1M	Sell	376,472 -12,078	-3%	-$1.04M	10.22%	3
2024 Q3	$32.2M	Sell	388,550 -8,319	-2%	-$665K	9.59%	3
2024 Q2	$31.8M	Buy	396,869 +5,657	+1%	+$423K	9.91%	3
2024 Q1	$28.6M	Sell	391,212 -6,183	-2%	-$430K	9.2%	3
2023 Q4	$25.9M	Sell	397,395 -2,369	-0.6%	-$146K	8.88%	3
2023 Q3	$23.7M	Buy	399,764 +2,466	+0.6%	+$151K	8.86%	3
2023 Q2	$24.2M	Sell	397,298 -415	-0.1%	-$23.8K	8.85%	3
2023 Q1	$22M	Buy	397,713 +4,446	+1%	+$235K	8.34%	3
2022 Q4	$19.9M	Buy	393,267 +42,886	+12%	+$2.23M	7.95%	3
2022 Q3	$17.6M	Buy	350,381 +11,001	+3%	+$619K	7.9%	4
2022 Q2	$17.7M	Buy	339,380 +14,227	+4%	+$816K	7.68%	4
2022 Q1	$21.5M	Buy	325,153 +12,976	+4%	+$844K	8.51%	4
2021 Q4	$20.5M	Buy	312,177 +21,650	+7%	+$1.51M	8.07%	4
2021 Q3	$18.6M	Sell	290,527 -19,894	-6%	-$1.31M	7.88%	4
2021 Q2	$19.5M	Buy	+310,421	New	+$18.6M	8.43%	4

Other funds holding SPYG

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Whitcomb & Hess's SPYG Position: Q2 2026 in Review

Whitcomb & Hess increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.3% in Q2 2026, buying an estimated $912K and bringing the position to 360,528 shares worth $42.9M. The position accounts for 9.27% of the portfolio, ranked #3.

Whitcomb & Hess first reported a position in SPYG in Q2 2021 and has held it in 21 quarters since. 877 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Whitcomb & Hess held 360,528 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $42.9M as of Q2 2026.
Whitcomb & Hess bought 7,980 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $912K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.27% of Whitcomb & Hess's portfolio in Q2 2026, its #3 holding.
Whitcomb & Hess 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.
877 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.