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

Broadwater Capital’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	$1.85K	Hold	15	–	–	﹤0.01%	190
2026 Q2	$1.78K	Hold	15	–	–	﹤0.01%	195
2026 Q1	$1.6K	Hold	15	–	–	﹤0.01%	197
2025 Q4	$1.6K	Hold	15	–	–	﹤0.01%	197
2025 Q3	$1.57K	Sell	15 -1,415	-99%	-$141K	﹤0.01%	202
2025 Q2	$1.43K	Buy	1,430 +1,415	+9,433%	+$121K	﹤0.01%	206
2025 Q1	$1.21K	Hold	15	–	–	﹤0.01%	207
2024 Q4	$1.32K	Hold	15	–	–	﹤0.01%	213
2024 Q3	$1.24K	Hold	15	–	–	﹤0.01%	220
2024 Q2	$1.2K	Hold	15	–	–	﹤0.01%	219
2024 Q1	$1.1K	Hold	15	–	–	﹤0.01%	220
2023 Q4	$976	Buy	+15	New	+$925	﹤0.01%	214

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Broadwater Capital's SPYG Position: Q3 2026 in Review

Broadwater Capital held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 15 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Broadwater Capital first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Broadwater Capital held 15 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.85K as of Q3 2026.
Broadwater Capital left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Broadwater Capital's portfolio in Q3 2026, its #190 holding.
Broadwater Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Broadwater Capital's 13F filing for Q3 2026, filed 12 Nov 2026.