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

Aviso 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	$520K	Sell	4,227 -147	-3%	-$17.6K	0.2%	91
2026 Q2	$520K	Sell	4,374 -45	-1%	-$5.14K	0.18%	93
2026 Q1	$433K	Sell	4,419 -526	-11%	-$54.8K	0.2%	102
2025 Q4	$528K	Sell	4,945 -1,404	-22%	-$149K	0.22%	91
2025 Q3	$664K	Sell	6,349 -170	-3%	-$16.9K	0.29%	75
2025 Q2	$621K	Buy	6,519 +1,092	+20%	+$93.6K	0.29%	81
2025 Q1	$436K	Sell	5,427 -106	-2%	-$9.25K	0.23%	89
2024 Q4	$486K	Sell	5,533 -130	-2%	-$11.2K	0.25%	90
2024 Q3	$470K	Sell	5,663 -917	-14%	-$73.3K	0.25%	90
2024 Q2	$527K	Sell	6,580 -787	-11%	-$58.8K	0.31%	75
2024 Q1	$539K	Sell	7,367 -860	-10%	-$59.9K	0.34%	76
2023 Q4	$535K	Buy	+8,227	New	+$507K	0.39%	65

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

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

Aviso Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.4% in Q3 2026, selling an estimated $17.6K and leaving 4,227 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #91.

Aviso Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $664K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Aviso Wealth Management held 4,227 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $520K as of Q3 2026.
Aviso Wealth Management sold 147 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $17.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.2% of Aviso Wealth Management's portfolio in Q3 2026, its #91 holding.
Aviso 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.
Aviso Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $664K in Q3 2025.
1,050 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.