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

Able Wealth Management’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	$19.9M	Buy	158,706 +5,772	+4%	+$693K	4.39%	4
2026 Q2	$18.2M	Buy	152,934 +21,555	+16%	+$2.46M	4.18%	4
2026 Q1	$12.9M	Buy	131,379 +32,494	+33%	+$3.38M	3.44%	7
2025 Q4	$10.6M	Buy	98,885 +20,834	+27%	+$2.21M	3.34%	8
2025 Q3	$8.16M	Buy	78,051 +23,022	+42%	+$2.29M	3.07%	10
2025 Q2	$5.25M	Buy	55,029 +51,967	+1,697%	+$4.45M	2.65%	14
2025 Q1	$246K	Sell	3,062 -111	-3%	-$9.7K	0.15%	88
2024 Q4	$279K	Sell	3,173 -3	-0.1%	-$259	0.18%	77
2024 Q3	$263K	Sell	3,176 -856	-21%	-$68.4K	0.2%	76
2024 Q2	$323K	Buy	4,032 +263	+7%	+$19.6K	0.27%	59
2024 Q1	$276K	Sell	3,769 -121	-3%	-$8.42K	0.24%	67
2023 Q4	$253K	Buy	+3,890	New	+$240K	0.23%	67

Other funds holding SPYG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Able Wealth Management's SPYG Position: Q3 2026 in Review

Able Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.8% in Q3 2026, buying an estimated $693K and bringing the position to 158,706 shares worth $19.9M. The position accounts for 4.39% of the portfolio, ranked #4.

Able Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. 518 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Able Wealth Management held 158,706 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.9M as of Q3 2026.
Able Wealth Management bought 5,772 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $693K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.39% of Able Wealth Management's portfolio in Q3 2026, its #4 holding.
Able Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.