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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Sell
2,209
-271
-11% -$31K 0.06% 133
2026
Q1
$243K Buy
2,480
+287
+13% +$29.9K 0.07% 127
2025
Q4
$234K Sell
2,193
-223
-9% -$23.6K 0.06% 135
2025
Q3
$253K Buy
+2,416
New +$241K 0.07% 129

Other funds holding SPYG

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

Xcel Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 11% in Q2 2026, selling an estimated $31K and leaving 2,209 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #133.

Xcel Wealth Management first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Xcel Wealth Management held 2,209 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $263K as of Q2 2026.
  • Xcel Wealth Management sold 271 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $31K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.06% of Xcel Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Xcel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 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 Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.