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

Cassilly Financial Group’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	$757K	Buy	6,148 +168	+3%	+$20.2K	0.51%	40
2026 Q2	$712K	Buy	5,980 +489	+9%	+$55.9K	0.52%	39
2026 Q1	$538K	Buy	5,491 +1,077	+24%	+$112K	0.47%	41
2025 Q4	$471K	Buy	+4,414	New	+$468K	0.42%	41

Other funds holding SPYG

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Cassilly Financial Group's SPYG Position: Q3 2026 in Review

Cassilly Financial Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.8% in Q3 2026, buying an estimated $20.2K and bringing the position to 6,148 shares worth $757K. The position accounts for 0.51% of the portfolio, ranked #40.

Cassilly Financial Group first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Cassilly Financial Group held 6,148 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $757K as of Q3 2026.
Cassilly Financial Group bought 168 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $20.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.51% of Cassilly Financial Group's portfolio in Q3 2026, its #40 holding.
Cassilly Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.