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

Birchbrook’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	$1.24K	Sell	10 -167	-94%	-$20K	﹤0.01%	265
2026 Q2	$21.1K	Hold	177	–	–	0.01%	168
2026 Q1	$17.3K	Buy	177 +167	+1,670%	+$17.4K	0.01%	170
2025 Q4	$1.07K	Buy	+10	New	+$1.06K	﹤0.01%	271
2024 Q1	–	Sell	-212	Closed	-$13.8K	–	307
2023 Q4	$13.8K	Buy	+212	New	+$13.1K	0.01%	187

Other funds holding SPYG

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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

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

Birchbrook's SPYG Position: Q3 2026 in Review

Birchbrook reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 94% in Q3 2026, selling an estimated $20K and leaving 10 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Birchbrook first reported a position in SPYG in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.1K in Q2 2026. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Birchbrook held 10 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.24K as of Q3 2026.
Birchbrook sold 167 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $20K.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #265 holding.
Birchbrook first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 5 quarters since.
Birchbrook's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $21.1K in Q2 2026.
656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.