Choice Wealth Advisors
SPYG icon

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

Choice Wealth 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 		$28.5M Buy
231,894
+1,026
+0.4% +$123K 9.87% 3
2026
Q2 		$27.5M Sell
230,868
-4,809
-2% -$550K 9.64% 3
2026
Q1 		$23.1M Buy
235,677
+5,821
+3% +$606K 9.06% 3
2025
Q4 		$24.5M Sell
229,856
-5,932
-3% -$629K 9.7% 3
2025
Q3 		$24.6M Sell
235,788
-10,791
-4% -$1.07M 10.56% 3
2025
Q2 		$23.5M Sell
246,579
-5,202
-2% -$446K 10.62% 3
2025
Q1 		$20.2M Buy
251,781
+7,806
+3% +$681K 10.55% 3
2024
Q4 		$21.4M Buy
243,975
+11,018
+5% +$952K 10.95% 3
2024
Q3 		$19.3M Sell
232,957
-2,805
-1% -$224K 9.65% 4
2024
Q2 		$18.9M Sell
235,762
-5,306
-2% -$396K 10.02% 3
2024
Q1 		$17.6M Sell
241,068
-13,837
-5% -$963K 10.68% 3
2023
Q4 		$16.6M Sell
254,905
-2
-0% -$123 10.27% 3
2023
Q3 		$15.1M Sell
254,907
-5,989
-2% -$367K 10.67% 3
2023
Q2 		$15.9M Sell
260,896
-10,655
-4% -$610K 10.83% 3
2023
Q1 		$15M Buy
271,551
+6,584
+2% +$349K 10.93% 3
2022
Q4 		$13.4M Buy
264,967
+4,957
+2% +$258K 10.08% 3
2022
Q3 		$13M Buy
+260,010
New +$14.6M 10.9% 3
2022
Q2 		– Sell
-246,889
Closed -$16M – 49
2022
Q1 		$16M Buy
246,889
+6,742
+3% +$439K 12.69% 3
2021
Q4 		$17.4M Sell
240,147
-3,904
-2% -$273K 12.8% 3
2021
Q3 		$15.6M Sell
244,051
-8,034
-3% -$531K 12.67% 3
2021
Q2 		$15.9M Buy
252,085
+15,602
+7% +$936K 11.4% 3
2021
Q1 		$13.3M Buy
236,483
+11,689
+5% +$655K 11.02% 3
2020
Q4 		$12.4M Buy
+224,794
New +$11.8M 11.22% 3

Other funds holding SPYG

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
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
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Choice Wealth Advisors's SPYG Position: Q3 2026 in Review

Choice Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.44% in Q3 2026, buying an estimated $123K and bringing the position to 231,894 shares worth $28.5M. The position accounts for 9.87% of the portfolio, ranked #3.

Choice Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Choice Wealth Advisors held 231,894 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $28.5M as of Q3 2026.
  • Choice Wealth Advisors bought 1,026 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $123K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 9.87% of Choice Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Choice Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.