Superior Planning, LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Superior Planning, LLC’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	$55.3K	Buy	+449	New	+$53.9K	0.02%	353

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Superior Planning, LLC's SPYG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 449 shares worth $55.3K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings.

1,135 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Superior Planning, LLC held 449 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $55.3K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Superior Planning, LLC position in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #353 holding.
1,135 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.