Accurate Wealth Management
SPYG icon

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

Accurate 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 		$370K Sell
2,957
-414
-12% -$49.7K 0.03% 437
2026
Q2 		$404K Sell
3,371
-1,487
-31% -$170K 0.04% 395
2026
Q1 		$506K Sell
4,858
-344
-7% -$35.8K 0.06% 314
2025
Q4 		$559K Sell
5,202
-496
-9% -$52.6K 0.07% 281
2025
Q3 		$593K Sell
5,698
-1,457
-20% -$145K 0.08% 262
2025
Q2 		$687K Buy
7,155
+1,740
+32% +$149K 0.11% 210
2025
Q1 		$418K Sell
5,415
-719
-12% -$62.8K 0.08% 225
2024
Q4 		$542K Buy
6,134
+607
+11% +$52.4K 0.1% 190
2024
Q3 		$466K Buy
5,527
+716
+15% +$57.2K 0.09% 207
2024
Q2 		$399K Sell
4,811
-2,060
-30% -$154K 0.1% 192
2024
Q1 		$472K Buy
6,871
+479
+7% +$33.3K 0.14% 150
2023
Q4 		$418K Buy
6,392
+776
+14% +$47.9K 0.13% 159
2023
Q3 		$341K Buy
5,616
+1,613
+40% +$98.8K 0.11% 176
2023
Q2 		$246K Buy
+4,003
New +$229K 0.08% 227
2023
Q1 		– Sell
-1,378
Closed -$70.3K – 1271
2022
Q4 		$70.3K Buy
+1,378
New +$71.7K 0.03% 378

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Accurate Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 12% in Q3 2026, selling an estimated $49.7K and leaving 2,957 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #437.

Accurate Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $687K in Q2 2025. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Accurate Wealth Management held 2,957 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $370K as of Q3 2026.
  • Accurate Wealth Management sold 414 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $49.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $687K in Q2 2025.
  • 908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.