BWM
SPYG icon

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

Boyd 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 		$33.6M Buy
273,393
+88,792
+48% +$10.7M 11.78% 2
2026
Q2 		$22M Sell
184,601
-41,865
-18% -$4.79M 8.31% 3
2026
Q1 		$22.2M Buy
226,466
+85,823
+61% +$8.94M 9.38% 3
2025
Q4 		$15M Buy
140,643
+3,780
+3% +$401K 6.36% 4
2025
Q3 		$14.3M Buy
136,863
+7,761
+6% +$773K 6.16% 6
2025
Q2 		$12.3M Sell
129,102
-115,364
-47% -$9.9M 5.33% 6
2025
Q1 		$19.6M Buy
244,466
+124,971
+105% +$10.9M 9.79% 4
2024
Q4 		$10.5M Sell
119,495
-97,352
-45% -$8.41M 5.18% 8
2024
Q3 		$18M Buy
216,847
+53,285
+33% +$4.26M 9.11% 2
2024
Q2 		$13.1M Sell
163,562
-96,254
-37% -$7.19M 7.23% 4
2024
Q1 		$19M Buy
259,816
+133,113
+105% +$9.26M 10.85% 3
2023
Q4 		$8.24M Sell
126,703
-318,581
-72% -$19.6M 5.13% 8
2023
Q3 		$26.4M Buy
445,284
+320,904
+258% +$19.7M 17.73% 1
2023
Q2 		$7.59M Buy
124,380
+44,916
+57% +$2.57M 4.61% 8
2023
Q1 		$4.4M Buy
79,464
+20,486
+35% +$1.08M 3.05% 11
2022
Q4 		$2.99M Sell
58,978
-26,116
-31% -$1.36M 2.19% 11
2022
Q3 		$4.26M Buy
85,094
+24,335
+40% +$1.37M 3.41% 10
2022
Q2 		$3.18M Sell
60,759
-175,831
-74% -$10.1M 2.59% 11
2022
Q1 		$15.7M Buy
236,590
+56,958
+32% +$3.71M 11.71% 2
2021
Q4 		$13M Buy
+179,632
New +$12.5M 9.45% 3

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Boyd Wealth Management's SPYG Position: Q3 2026 in Review

Boyd Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 48% in Q3 2026, buying an estimated $10.7M and bringing the position to 273,393 shares worth $33.6M. The position accounts for 11.78% of the portfolio, ranked #2.

Boyd Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Boyd Wealth Management held 273,393 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $33.6M as of Q3 2026.
  • Boyd Wealth Management bought 88,792 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $10.7M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 11.78% of Boyd Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Boyd Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.