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

Channel 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	$446K	Buy	+3,620	New	+$434K	0.1%	122
2025 Q2	–	Sell	-3,042	Closed	-$244K	–	185
2025 Q1	$244K	Buy	3,042 +69	+2%	+$6.02K	0.08%	146
2024 Q4	$261K	Buy	2,973 +449	+18%	+$38.8K	0.09%	143
2024 Q3	$209K	Sell	2,524 -692	-22%	-$55.3K	0.07%	151
2024 Q2	$258K	Buy	+3,216	New	+$240K	0.09%	139
2023 Q4	–	Sell	-3,914	Closed	-$232K	–	197
2023 Q3	$232K	Sell	3,914 -694	-15%	-$42.5K	0.13%	148
2023 Q2	$281K	Buy	4,608 +176	+4%	+$10.1K	0.16%	136
2023 Q1	$245K	Buy	+4,432	New	+$235K	0.16%	157

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Channel Wealth's SPYG Position: Q3 2026 in Review

Channel Wealth opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 3,620 shares worth $446K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings. This is a return to the name: Channel Wealth previously reported a position in SPYG as recently as Q1 2025.

Channel Wealth first reported a position in SPYG in Q1 2023 and has held it in 8 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Channel Wealth held 3,620 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $446K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Channel Wealth position in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Channel Wealth's portfolio in Q3 2026, its #122 holding.
Channel Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 8 quarters since.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Channel Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.