Clark Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Clark Asset Management’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	$680K	Buy	5,525 +1	+0%	+$120	0.05%	125
2026 Q2	$657K	Buy	5,524 +355	+7%	+$40.6K	0.05%	129
2026 Q1	$506K	Buy	5,169 +2,484	+93%	+$259K	0.05%	131
2025 Q4	$286K	Buy	2,685 +31	+1%	+$3.29K	0.03%	178
2025 Q3	$277K	Hold	2,654	–	–	0.03%	171
2025 Q2	$253K	Hold	2,654	–	–	0.03%	163
2025 Q1	$213K	Buy	2,654 +1	+0%	+$87	0.04%	145
2024 Q4	$233K	Hold	2,653	–	–	0.04%	125
2024 Q3	$220K	Hold	2,653	–	–	0.05%	116
2024 Q2	$213K	Buy	+2,653	New	+$198K	0.06%	92
2023 Q3	–	Sell	-6,889	Closed	-$420K	–	83
2023 Q2	$420K	Buy	+6,889	New	+$395K	0.2%	47

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

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

Clark Asset Management's SPYG Position: Q3 2026 in Review

Clark Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.02% in Q3 2026, buying an estimated $120 and bringing the position to 5,525 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #125.

Clark Asset Management first reported a position in SPYG in Q2 2023 and has held it in 11 quarters since. 1,068 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Clark Asset Management held 5,525 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $680K as of Q3 2026.
Clark Asset Management bought 1 State Street SPDR Portfolio S&P 500 Growth ETF share in Q3 2026, an estimated $120.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Clark Asset Management's portfolio in Q3 2026, its #125 holding.
Clark Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 11 quarters since.
1,068 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.