Commonwealth Financial Services
SPYG icon

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

Commonwealth Financial Services’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 		– Sell
-5,732
Closed -$682K – 350
2026
Q2 		$682K Sell
5,732
-13
-0.2% -$1.49K 0.09% 130
2026
Q1 		$562K Sell
5,745
-35
-0.6% -$3.64K 0.09% 115
2025
Q4 		$617K Hold
5,780
– – 0.1% 109
2025
Q3 		$604K Sell
5,780
-196
-3% -$19.5K 0.1% 104
2025
Q2 		$570K Sell
5,976
-20
-0.3% -$1.71K 0.11% 104
2025
Q1 		$482K Sell
5,996
-741
-11% -$64.7K 0.1% 112
2024
Q4 		$592K Buy
6,737
+17
+0.3% +$1.47K 0.12% 97
2024
Q3 		$549K Buy
6,720
+1
+0% +$80 0.11% 97
2024
Q2 		$558K Sell
6,719
-239
-3% -$17.8K 0.11% 97
2024
Q1 		$453K Hold
6,958
– – 0.11% 97
2023
Q4 		$453K Sell
6,958
-29,377
-81% -$1.81M 0.11% 97
2023
Q3 		$2.15M Buy
+36,335
New +$2.23M 0.64% 35

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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
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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Commonwealth Financial Services's SPYG Position: Q3 2026 in Review

Commonwealth Financial Services sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026, closing a stake of 5,732 shares — an estimated $682K sold.

Commonwealth Financial Services first reported a position in SPYG in Q3 2023 and held it in 12 quarters. The position peaked at $2.15M in Q3 2023. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Commonwealth Financial Services reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 5,732 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $682K.
  • Commonwealth Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 12 quarters.
  • Commonwealth Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.15M in Q3 2023.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.