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

Benchmark Financial’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	$19.6M	Sell	159,349 -2,896	-2%	-$348K	15.07%	1
2026 Q2	$19.3M	Buy	162,245 +1,075	+0.7%	+$123K	15.73%	1
2026 Q1	$15.8M	Buy	161,170 +19,968	+14%	+$2.08M	14.16%	1
2025 Q4	$15.1M	Buy	+141,202	New	+$15M	15.02%	1

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

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Benchmark Financial's SPYG Position: Q3 2026 in Review

Benchmark Financial reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.8% in Q3 2026, selling an estimated $348K and leaving 159,349 shares worth $19.6M. The position accounts for 15.07% of the portfolio, ranked #1.

Benchmark Financial first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Benchmark Financial held 159,349 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $19.6M as of Q3 2026.
Benchmark Financial sold 2,896 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $348K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 15.07% of Benchmark Financial's portfolio in Q3 2026, its #1 holding.
Benchmark Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
926 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.