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

Yukon 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	$4.25M	Buy	35,679 +7,754	+28%	+$886K	1.22%	19
2026 Q1	$2.73M	Buy	27,925 +1,093	+4%	+$114K	1.63%	16
2025 Q4	$2.79M	Sell	26,832 -2,241	-8%	-$238K	1.61%	17
2025 Q3	$3.04M	Buy	29,073 +42	+0.1%	+$4.18K	1%	24
2025 Q2	$2.77M	Sell	29,031 -7,318	-20%	-$627K	0.99%	22
2025 Q1	$2.92M	Buy	+36,349	New	+$3.17M	1.21%	23

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

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

Yukon Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 28% in Q2 2026, buying an estimated $886K and bringing the position to 35,679 shares worth $4.25M. The position accounts for 1.22% of the portfolio, ranked #19.

Yukon Wealth Management first reported a position in SPYG in Q1 2025 and has held it in 6 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Yukon Wealth Management held 35,679 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.25M as of Q2 2026.
Yukon Wealth Management bought 7,754 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $886K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.22% of Yukon Wealth Management's portfolio in Q2 2026, its #19 holding.
Yukon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 6 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 Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.