626 Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

626 Financial’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	$826K	Sell	6,709 -715	-10%	-$85.8K	0.32%	50
2026 Q2	$883K	Hold	7,424	–	–	0.34%	51
2026 Q1	$727K	Sell	7,424 -186	-2%	-$19.4K	0.32%	51
2025 Q4	$812K	Sell	7,610 -932	-11%	-$98.8K	0.35%	49
2025 Q3	$893K	Hold	8,542	–	–	0.39%	45
2025 Q2	$814K	Hold	8,542	–	–	0.38%	45
2025 Q1	$687K	Hold	8,542	–	–	0.35%	48
2024 Q4	$751K	Hold	8,542	–	–	0.4%	47
2024 Q3	$708K	Sell	8,542 -1,378	-14%	-$110K	0.39%	48
2024 Q2	$795K	Hold	9,920	–	–	0.46%	45
2024 Q1	$726K	Sell	9,920 -229	-2%	-$15.9K	0.44%	44
2023 Q4	$660K	Sell	10,149 -1,266	-11%	-$78.1K	0.44%	45
2023 Q3	$677K	Hold	11,415	–	–	0.46%	45
2023 Q2	$696K	Sell	11,415 -1,037	-8%	-$59.4K	0.44%	45
2023 Q1	$689K	Sell	12,452 -1,417	-10%	-$75K	0.46%	50
2022 Q4	$703K	Sell	13,869 -915	-6%	-$47.6K	0.49%	48
2022 Q3	$741K	Buy	+14,784	New	+$832K	0.6%	40

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

626 Financial's SPYG Position: Q3 2026 in Review

626 Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.6% in Q3 2026, selling an estimated $85.8K and leaving 6,709 shares worth $826K. The position accounts for 0.32% of the portfolio, ranked #50.

626 Financial first reported a position in SPYG in Q3 2022 and has held it in 17 quarters since. The position peaked at $893K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

626 Financial held 6,709 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $826K as of Q3 2026.
626 Financial sold 715 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $85.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.32% of 626 Financial's portfolio in Q3 2026, its #50 holding.
626 Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 17 quarters since.
626 Financial's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $893K in Q3 2025.
1,089 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on 626 Financial's 13F filing for Q3 2026, filed 4 Nov 2026.