Woodard & Company Asset Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Woodard & Company Asset Management Group’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	$19M	Sell	159,963 -180,139	-53%	-$20.6M	2.74%	12
2026 Q1	$33.3M	Sell	340,102 -312	-0.1%	-$32.5K	5.33%	5
2025 Q4	$36.3M	Sell	340,414 -52,136	-13%	-$5.53M	5.75%	6
2025 Q3	$41M	Sell	392,550 -11,389	-3%	-$1.13M	6.66%	3
2025 Q2	$38.5M	Buy	403,939 +3,118	+0.8%	+$267K	7.07%	3
2025 Q1	$32.2M	Sell	400,821 -14,002	-3%	-$1.22M	6.72%	5
2024 Q4	$36.5M	Sell	414,823 -4,436	-1%	-$383K	7.86%	4
2024 Q3	$34.8M	Buy	419,259 +13,071	+3%	+$1.04M	7.81%	4
2024 Q2	$32.5M	Buy	406,188 +37,488	+10%	+$2.8M	8.09%	3
2024 Q1	$27M	Sell	368,700 -3,584	-1%	-$249K	7.18%	6
2023 Q4	$24.2M	Buy	372,284 +228,534	+159%	+$14.1M	7.06%	6
2023 Q3	$8.52M	Buy	143,750 +140,700	+4,613%	+$8.62M	2.89%	8
2023 Q2	$186K	Buy	+3,050	New	+$175K	0.06%	79
2023 Q1	–	Sell	-1,856	Closed	-$94K	–	105
2022 Q4	$94K	Sell	1,856 -1,392	-43%	-$72.4K	0.03%	79
2022 Q3	$163K	Sell	3,248 -476,610	-99%	-$26.8M	0.08%	76
2022 Q2	$25.1M	Buy	479,858 +34,812	+8%	+$2M	10.3%	4
2022 Q1	$29.5M	Buy	445,046 +27,763	+7%	+$1.81M	12.31%	3
2021 Q4	$30.2M	Buy	+417,283	New	+$29.1M	14.34%	3

Other funds holding SPYG

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

HWM

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Woodard & Company Asset Management Group's SPYG Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 53% in Q2 2026, selling an estimated $20.6M and leaving 159,963 shares worth $19M. The position accounts for 2.74% of the portfolio, ranked #12.

Woodard & Company Asset Management Group first reported a position in SPYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $41M in Q3 2025. 638 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Woodard & Company Asset Management Group held 159,963 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19M as of Q2 2026.
Woodard & Company Asset Management Group sold 180,139 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $20.6M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 2.74% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #12 holding.
Woodard & Company Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Woodard & Company Asset Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $41M in Q3 2025.
638 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.