4Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

4Wealth Advisors’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 Q3	$901K	Buy	7,317 +152	+2%	+$18.2K	0.62%	47
2026 Q2	$841K	Sell	7,165 -70	-1%	-$8K	0.65%	48
2026 Q1	$681K	Sell	7,235 -245	-3%	-$25.5K	0.58%	55
2025 Q4	$798K	Sell	7,480 -41	-0.5%	-$4.35K	0.68%	44
2025 Q3	$786K	Sell	7,521 -203	-3%	-$20.2K	0.7%	41
2025 Q2	$736K	Buy	7,724 +67	+0.9%	+$5.74K	0.75%	38
2025 Q1	$615K	Sell	7,657 -543	-7%	-$47.4K	0.67%	44
2024 Q4	$721K	Buy	+8,200	New	+$709K	0.72%	39

Other funds holding SPYG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

4Wealth Advisors's SPYG Position: Q3 2026 in Review

4Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.1% in Q3 2026, buying an estimated $18.2K and bringing the position to 7,317 shares worth $901K. The position accounts for 0.62% of the portfolio, ranked #47.

4Wealth Advisors first reported a position in SPYG in Q4 2024 and has held it in 8 quarters since. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

4Wealth Advisors held 7,317 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $901K as of Q3 2026.
4Wealth Advisors bought 152 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $18.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.62% of 4Wealth Advisors's portfolio in Q3 2026, its #47 holding.
4Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.