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

Centerpoint Advisors’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	$1.34M	Sell	10,867 -416	-4%	-$49.9K	0.37%	31
2026 Q2	$1.34M	Sell	11,283 -500	-4%	-$57.2K	0.38%	28
2026 Q1	$1.15M	Sell	11,783 -230	-2%	-$24K	0.38%	30
2025 Q4	$1.28M	Sell	12,013 -1,058	-8%	-$112K	0.39%	30
2025 Q3	$1.37M	Hold	13,071	–	–	0.42%	29
2025 Q2	$1.25M	Hold	13,071	–	–	0.42%	29
2025 Q1	$1.05M	Sell	13,071 -1,698	-11%	-$148K	0.39%	29
2024 Q4	$1.3M	Sell	14,769 -824	-5%	-$71.2K	0.45%	28
2024 Q3	$1.29M	Hold	15,593	–	–	0.45%	26
2024 Q2	$1.25M	Sell	15,593 -32	-0.2%	-$2.39K	0.45%	28
2024 Q1	$1.14M	Buy	15,625 +707	+5%	+$49.2K	0.43%	31
2023 Q4	$971K	Buy	14,918 +555	+4%	+$34.2K	0.38%	32
2023 Q3	$851K	Hold	14,363	–	–	0.36%	38
2023 Q2	$876K	Sell	14,363 -183	-1%	-$10.5K	0.36%	37
2023 Q1	$805K	Hold	14,546	–	–	0.35%	40
2022 Q4	$737K	Sell	14,546 -7	-0%	-$364	0.35%	39
2022 Q3	$729K	Hold	14,553	–	–	0.39%	31
2022 Q2	$761K	Hold	14,553	–	–	0.39%	32
2022 Q1	$964K	Sell	14,553 -1,369	-9%	-$89.1K	0.44%	28
2021 Q4	$1.15M	Sell	15,922 -832	-5%	-$58.1K	0.51%	25
2021 Q3	$1.07M	Sell	16,754 -909	-5%	-$60K	0.51%	27
2021 Q2	$1.11M	Sell	17,663 -1,693	-9%	-$102K	0.52%	27
2021 Q1	$1.09M	Hold	19,356	–	–	0.64%	21
2020 Q4	$1.07M	Sell	19,356 -490	-2%	-$25.8K	0.7%	21
2020 Q3	$994K	Sell	19,846 -11,716	-37%	-$574K	0.75%	22
2020 Q2	$1.42M	Sell	31,562 -135,672	-81%	-$5.63M	1.15%	19
2020 Q1	$5.98M	Sell	167,234 -26,481	-14%	-$1.08M	5.94%	7
2019 Q4	$8.12M	Buy	193,715 +820	+0.4%	+$32.9K	5.98%	8
2019 Q3	$7.5M	Sell	192,895 -3,624	-2%	-$142K	5.97%	8
2019 Q2	$7.61M	Sell	196,519 -794	-0.4%	-$30.2K	6.08%	6
2019 Q1	$7.34M	Buy	197,313 +85,639	+77%	+$3.03M	6.23%	6
2018 Q4	$3.63M	Buy	+111,674	New	+$3.9M	3.44%	10

Other funds holding SPYG

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

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Centerpoint Advisors's SPYG Position: Q3 2026 in Review

Centerpoint Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.7% in Q3 2026, selling an estimated $49.9K and leaving 10,867 shares worth $1.34M. The position accounts for 0.37% of the portfolio, ranked #31.

Centerpoint Advisors first reported a position in SPYG in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.12M in Q4 2019. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Centerpoint Advisors held 10,867 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.34M as of Q3 2026.
Centerpoint Advisors sold 416 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $49.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.37% of Centerpoint Advisors's portfolio in Q3 2026, its #31 holding.
Centerpoint Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
Centerpoint Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8.12M in Q4 2019.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.