Blue Trust Inc
SPYG icon

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

Blue Trust Inc’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 		$298K Buy
2,421
+225
+10% +$27K ﹤0.01% 646
2026
Q2 		$261K Sell
2,196
-127
-5% -$14.5K ﹤0.01% 698
2026
Q1 		$227K Sell
2,323
-100
-4% -$10.4K ﹤0.01% 727
2025
Q4 		$259K Sell
2,423
-83
-3% -$8.8K ﹤0.01% 703
2025
Q3 		$262K Buy
2,506
+226
+10% +$22.5K ﹤0.01% 707
2025
Q2 		$217K Buy
2,280
+88
+4% +$7.54K ﹤0.01% 739
2025
Q1 		$176K Buy
2,192
+1,800
+459% +$157K ﹤0.01% 762
2024
Q4 		$34.5K Sell
392
-271
-41% -$23.4K ﹤0.01% 1465
2024
Q3 		$53.1K Buy
663
+330
+99% +$26.4K ﹤0.01% 1540
2024
Q2 		$24.4K Hold
333
– – ﹤0.01% 1570
2024
Q1 		$24.4K Buy
+333
New +$23.2K ﹤0.01% 1153
2023
Q2 		– Sell
-308
Closed -$16K – 2496
2023
Q1 		$16K Buy
308
+212
+221% +$11.2K ﹤0.01% 1459
2022
Q4 		$5K Buy
+96
New +$5K ﹤0.01% 1752

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Blue Trust Inc's SPYG Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 10% in Q3 2026, buying an estimated $27K and bringing the position to 2,421 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Blue Trust Inc first reported a position in SPYG in Q4 2022 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Blue Trust Inc held 2,421 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $298K as of Q3 2026.
  • Blue Trust Inc bought 225 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $27K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #646 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 917 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.