Private Wealth Group LLC Q2 2026 Investment Activity: Focus on SPDR Series Trust Holdings

Private Wealth Group LLC continued its active investment strategy in Q2 2026, significantly increasing its exposure to SPDR Series Trust ETFs while reducing positions in others. The investor's portfolio saw notable movements across several exchange-traded funds during this quarter.

Major Purchases This Quarter

Private Wealth Group demonstrated strong buying interest by substantially increasing its holdings in several prominent SPDR Series Trust ETFs:

• Private Wealth Group LLC's largest position increase was in the SPDR Series Trust (SPLG), which now accounts for approximately $69.4 million, or 26.8% of its portfolio.
• The ISHARES TR ETF (SGOV) also saw significant growth, adding about 34.3% to its value and representing roughly $25.1 million in the fund's holdings.
• Another substantial increase occurred with SPDR Series Trust (SPSM), which grew by approximately 20.7%, now valued at around $10.6 million.

Sales and Portfolio Adjustments

In addition to its buying activity, Private Wealth Group also made strategic adjustments or reductions to certain holdings:

• The SPDR Series Trust (SPMD) experienced a notable reduction in weight during the quarter.
• There was a decrease in exposure for SPDR Series Trust (SILA), which saw its portfolio allocation drop by about -7.7% change from prior period.

New Positions and Reduced Exposure

The investment firm also added new positions to its portfolio during Q2 2026:

• Private Wealth Group LLC initiated a position in SPDR Series Trust (SPTL), adding approximately $3.8 million to its holdings.
• The fund also started investing in SPDR Series Trust (SDY) and added exposure to SPDR Series Trust (SPAB).

Overall, Private Wealth Group's portfolio allocation for Q2 2026 shows a continued focus on exchange-traded funds, particularly those offered by SPDR Series Trust and INVESCO Exchange Traded Fund Trust.