Brandywine Oak Private Wealth
SPYG icon

Brandywine Oak Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Brandywine Oak Private Wealth’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 		$34.4M Sell
279,847
-6,895
-2% -$828K 2.61% 9
2026
Q2 		$34.1M Buy
286,742
+1,196
+0.4% +$137K 2.59% 10
2026
Q1 		$28M Buy
285,546
+14,280
+5% +$1.49M 2.35% 10
2025
Q4 		$28.9M Buy
271,266
+7,067
+3% +$749K 2.43% 10
2025
Q3 		$27.6M Sell
264,199
-969
-0.4% -$96.5K 2.4% 10
2025
Q2 		$25.3M Sell
265,168
-12,431
-4% -$1.07M 2.34% 12
2025
Q1 		$22.3M Buy
277,599
+6,670
+2% +$582K 2.19% 12
2024
Q4 		$23.8M Buy
270,929
+11,824
+5% +$1.02M 2.33% 11
2024
Q3 		$21.5M Buy
259,105
+9,511
+4% +$760K 2.08% 13
2024
Q2 		$20M Buy
249,594
+15,837
+7% +$1.18M 2.05% 13
2024
Q1 		$17.1M Buy
233,757
+15,336
+7% +$1.07M 1.78% 14
2023
Q4 		$14.2M Buy
218,421
+9,770
+5% +$602K 1.58% 14
2023
Q3 		$12.4M Buy
208,651
+3,306
+2% +$203K 1.45% 15
2023
Q2 		$12.5M Buy
205,345
+33,299
+19% +$1.91M 1.4% 17
2023
Q1 		$9.5M Buy
172,046
+27,539
+19% +$1.46M 1.11% 19
2022
Q4 		$7.32M Buy
144,507
+37,994
+36% +$1.98M 0.91% 20
2022
Q3 		$5.34M Buy
106,513
+80,777
+314% +$4.54M 0.72% 22
2022
Q2 		$1.34M Buy
+25,736
New +$1.48M 0.17% 85

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Brandywine Oak Private Wealth's SPYG Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q3 2026, selling an estimated $828K and leaving 279,847 shares worth $34.4M. The position accounts for 2.61% of the portfolio, ranked #9.

Brandywine Oak Private Wealth first reported a position in SPYG in Q2 2022 and has held it in 18 quarters since. 1,093 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Brandywine Oak Private Wealth held 279,847 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $34.4M as of Q3 2026.
  • Brandywine Oak Private Wealth sold 6,895 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $828K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.61% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #9 holding.
  • Brandywine Oak Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,093 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.