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

Baker Tilly 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	$22.4M	Buy	181,663 +68,891	+61%	+$8.27M	4.38%	3
2026 Q2	$13.4M	Buy	112,772 +66,461	+144%	+$7.6M	2.85%	4
2026 Q1	$4.53M	Buy	46,311 +18,695	+68%	+$1.95M	1.1%	25
2025 Q4	$2.95M	Buy	27,616 +5,366	+24%	+$569K	0.73%	33
2025 Q3	$2.33M	Sell	22,250 -1,606	-7%	-$160K	0.53%	43
2025 Q2	$2.27M	Sell	23,856 -6,810	-22%	-$584K	0.81%	24
2025 Q1	$2.46M	Buy	30,666 +2,677	+10%	+$234K	0.97%	20
2024 Q4	$2.46M	Buy	27,989 +1,693	+6%	+$146K	0.96%	22
2024 Q3	$2.18M	Sell	26,296 -6,409	-20%	-$512K	0.97%	20
2024 Q2	$2.62M	Sell	32,705 -19,866	-38%	-$1.48M	1.07%	14
2024 Q1	$3.85M	Sell	52,571 -218,784	-81%	-$15.2M	0.7%	22
2023 Q4	$17.7M	Sell	271,355 -9,713	-3%	-$599K	2.9%	4
2023 Q3	$16.7M	Buy	281,068 +7,579	+3%	+$464K	2.75%	4
2023 Q2	$16.7M	Sell	273,489 -6,344	-2%	-$363K	1.75%	7
2023 Q1	$15.5M	Sell	279,833 -63	-0%	-$3.34K	1.74%	8
2022 Q4	$14.2M	Sell	279,896 -194,043	-41%	-$10.1M	1.75%	6
2022 Q3	$23.7M	Buy	473,939 +188,066	+66%	+$10.6M	3.24%	3
2022 Q2	$14.9M	Sell	285,873 -9,549	-3%	-$548K	1.96%	6
2022 Q1	$19.6M	Sell	295,422 -49,456	-14%	-$3.22M	2.16%	6
2021 Q4	$25M	Buy	344,878 +88,394	+34%	+$6.17M	2.68%	5
2021 Q3	$16.4M	Buy	256,484 +9,081	+4%	+$600K	2.17%	6
2021 Q2	$15.6M	Buy	247,403 +7,160	+3%	+$429K	2.51%	4
2021 Q1	$13.6M	Buy	240,243 +23,302	+11%	+$1.31M	2.78%	3
2020 Q4	$12M	Buy	+216,941	New	+$11.4M	3.7%	3

Other funds holding SPYG

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Baker Tilly Wealth Management's SPYG Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 61% in Q3 2026, buying an estimated $8.27M and bringing the position to 181,663 shares worth $22.4M. The position accounts for 4.38% of the portfolio, ranked #3.

Baker Tilly Wealth Management first reported a position in SPYG in Q4 2020 and has held it in 24 quarters since. The position peaked at $25M in Q4 2021. 69 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Baker Tilly Wealth Management held 181,663 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $22.4M as of Q3 2026.
Baker Tilly Wealth Management bought 68,891 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $8.27M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 4.38% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #3 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25M in Q4 2021.
69 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.