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

Advus Financial Partners’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	$1.37M	Sell	11,158 -119	-1%	-$14.3K	0.39%	54
2026 Q2	$1.34M	Buy	11,277 +389	+4%	+$44.5K	0.38%	55
2026 Q1	$1.07M	Hold	10,888	–	–	0.4%	41
2025 Q4	$1.16M	Buy	10,888 +28	+0.3%	+$2.97K	0.42%	39
2025 Q3	$1.13M	Hold	10,860	–	–	0.42%	37
2025 Q2	$1.04M	Hold	10,860	–	–	0.41%	36
2025 Q1	$873K	Hold	10,860	–	–	0.37%	34
2024 Q4	$955K	Hold	10,860	–	–	0.41%	33
2024 Q3	$901K	Hold	10,860	–	–	0.38%	34
2024 Q2	$870K	Hold	10,860	–	–	0.39%	33
2024 Q1	$794K	Hold	10,860	–	–	0.35%	34
2023 Q4	$707K	Hold	10,860	–	–	0.35%	36
2023 Q3	$644K	Hold	10,860	–	–	0.35%	37
2023 Q2	$663K	Hold	10,860	–	–	0.35%	36
2023 Q1	$601K	Hold	10,860	–	–	0.33%	37
2022 Q4	$550K	Hold	10,860	–	–	0.31%	39
2022 Q3	$544K	Hold	10,860	–	–	0.39%	35
2022 Q2	$568K	Hold	10,860	–	–	0.39%	31
2022 Q1	$719K	Hold	10,860	–	–	0.49%	32
2021 Q4	$787K	Hold	10,860	–	–	0.56%	24
2021 Q3	$787K	Buy	+10,860	New	+$717K	0.43%	31

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 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

Advus Financial Partners's SPYG Position: Q3 2026 in Review

Advus Financial Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q3 2026, selling an estimated $14.3K and leaving 11,158 shares worth $1.37M. The position accounts for 0.39% of the portfolio, ranked #54.

Advus Financial Partners first reported a position in SPYG in Q3 2021 and has held it in 21 quarters since. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Advus Financial Partners held 11,158 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.37M as of Q3 2026.
Advus Financial Partners sold 119 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $14.3K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.39% of Advus Financial Partners's portfolio in Q3 2026, its #54 holding.
Advus Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 21 quarters since.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.