Aprio Wealth Management
SPYG icon

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

Aprio 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 		$750K Buy
6,093
+365
+6% +$43.8K 0.03% 317
2026
Q2 		$682K Sell
5,728
-83
-1% -$9.49K 0.03% 314
2026
Q1 		$569K Sell
5,811
-365
-6% -$38K 0.03% 314
2025
Q4 		$659K Sell
6,176
-137
-2% -$14.5K 0.04% 265
2025
Q3 		$660K Buy
6,313
+163
+3% +$16.2K 0.07% 176
2025
Q2 		$586K Sell
6,150
-1,351
-18% -$116K 0.07% 167
2025
Q1 		$603K Buy
7,501
+188
+3% +$16.4K 0.08% 155
2024
Q4 		$643K Sell
7,313
-1,286
-15% -$111K 0.09% 117
2024
Q3 		$713K Sell
8,599
-1,786
-17% -$143K 0.11% 100
2024
Q2 		$832K Sell
10,385
-8,232
-44% -$615K 0.15% 83
2024
Q1 		$1.36M Buy
18,617
+914
+5% +$63.6K 0.27% 45
2023
Q4 		$1.15M Sell
17,703
-1,299
-7% -$80.1K 0.26% 48
2023
Q3 		$1.13M Buy
19,002
+939
+5% +$57.5K 0.31% 43
2023
Q2 		$1.1M Buy
+18,063
New +$1.03M 0.3% 41
2022
Q2 		– Sell
-4,168
Closed -$276K – 104
2022
Q1 		$276K Sell
4,168
-65,242
-94% -$4.25M 0.11% 78
2021
Q4 		$5.03M Buy
69,410
+18,872
+37% +$1.32M 2.1% 11
2021
Q3 		$3.24M Buy
+50,538
New +$3.34M 1.47% 16
2020
Q4 		– Sell
-32,179
Closed -$1.61M – 64
2020
Q3 		$1.61M Buy
32,179
+1,492
+5% +$73.1K 1.14% 19
2020
Q2 		$1.38M Sell
30,687
-57,311
-65% -$2.38M 1.33% 17
2020
Q1 		$3.14M Sell
87,998
-19,340
-18% -$792K 3.99% 4
2019
Q4 		$4.5M Buy
+107,338
New +$4.3M 3.32% 9

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

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

Aprio Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q3 2026, buying an estimated $43.8K and bringing the position to 6,093 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #317.

Aprio Wealth Management first reported a position in SPYG in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.03M in Q4 2021. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Aprio Wealth Management held 6,093 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $750K as of Q3 2026.
  • Aprio Wealth Management bought 365 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $43.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #317 holding.
  • Aprio Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Aprio Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.03M in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.