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

Barnes Wealth Management Group’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	$2.26M	Buy	18,363 +2,414	+15%	+$290K	1.01%	21
2026 Q2	$1.9M	Buy	15,949 +335	+2%	+$38.3K	0.88%	27
2026 Q1	$1.53M	Buy	15,614 +45	+0.3%	+$4.69K	0.78%	33
2025 Q4	$1.66M	Sell	15,569 -348	-2%	-$36.9K	0.89%	30
2025 Q3	$1.66M	Buy	15,917 +70	+0.4%	+$6.97K	0.92%	32
2025 Q2	$1.51M	Buy	15,847 +1,177	+8%	+$101K	0.89%	34
2025 Q1	$1.18M	Sell	14,670 -358	-2%	-$31.3K	0.76%	41
2024 Q4	$1.32M	Buy	+15,028	New	+$1.3M	0.89%	32

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

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

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

Barnes Wealth Management Group's SPYG Position: Q3 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q3 2026, buying an estimated $290K and bringing the position to 18,363 shares worth $2.26M. The position accounts for 1.01% of the portfolio, ranked #21.

Barnes Wealth Management Group first reported a position in SPYG in Q4 2024 and has held it in 8 quarters since. 1,159 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Barnes Wealth Management Group held 18,363 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.26M as of Q3 2026.
Barnes Wealth Management Group bought 2,414 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $290K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.01% of Barnes Wealth Management Group's portfolio in Q3 2026, its #21 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
1,159 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.