AdviceOne Advisory Services
SPYG icon

AdviceOne Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

AdviceOne Advisory Services’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 		$230K Hold
1,872
– – 0.14% 37
2026
Q2 		$223K Buy
+1,872
New +$214K 0.13% 42

Other funds holding SPYG

Orgel Wealth Management
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HB Wealth Management
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Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

AdviceOne Advisory Services's SPYG Position: Q3 2026 in Review

AdviceOne Advisory Services held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 1,872 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #37.

AdviceOne Advisory Services first reported a position in SPYG in Q2 2026 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • AdviceOne Advisory Services held 1,872 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $230K as of Q3 2026.
  • AdviceOne Advisory Services left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of AdviceOne Advisory Services's portfolio in Q3 2026, its #37 holding.
  • AdviceOne Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.