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SPYGSPYG
10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in SPDR PORTFOLIO S&P 500 GROWT

Dynasty Wealth Management, LLC holds 3.8M shares of SPYG (SPDR PORTFOLIO S&P 500 GROWT), worth $453.5M as of 2026-Q2. The position was decreased (-0.1% shares). SPYG represents 3.4% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$453.5M

Current Shares

3.8M

Total Value Change

+$190.9M

Total Shares Change

+221,703

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.8M
-0.1%
$453.5M3.4%$118.99
0
2026-Q1
Decreased
3.8M
-0.5%
$373.7M3.3%$97.79
0
2025-Q4
Increased
3.8M
+4.4%
$409.3M4.0%$106.43
60
2025-Q3
Increased
3.7M
+18.7%
$383.9M5.1%$104.09
71
2025-Q2
Decreased
3.1M
-17.6%
$295.1M5.0%$94.81
0
2025-Q1
Increased
3.8M
+6.0%
$301.9M5.0%$79.82
64
2024-Q4
New
3.5M
-
$311.4M5.4%$87.17
95
2024-Q3
Exited
0
-100.0%
$00.0%$82.10
0
2024-Q2
Decreased
3.5M
-3.1%
$278.8M8.2%$79.39
0
2024-Q1
New
3.6M
-
$262.6M8.4%$72.36
95

Other major holders of SPYG: LPL Financial LLC

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