Concord Wealth Partners
SPYG icon

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

Concord Wealth Partners’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 		$26.1M Sell
212,016
-4,777
-2% -$573K 3.03% 8
2026
Q2 		$25.8M Sell
216,793
-8,787
-4% -$1M 2.95% 8
2026
Q1 		$22.1M Buy
225,580
+6,315
+3% +$658K 2.87% 8
2025
Q4 		$23.4M Buy
219,265
+4,829
+2% +$512K 3.04% 8
2025
Q3 		$22.4M Buy
214,436
+83,514
+64% +$8.32M 3.09% 8
2025
Q2 		$12.5M Sell
130,922
-7,897
-6% -$677K 1.82% 10
2025
Q1 		$11.2M Buy
138,819
+1,304
+0.9% +$114K 1.83% 11
2024
Q4 		$12.1M Sell
137,515
-6,181
-4% -$534K 1.98% 11
2024
Q3 		$11.9M Sell
143,696
-7,572
-5% -$605K 1.99% 12
2024
Q2 		$12.1M Sell
151,268
-7,688
-5% -$574K 2.14% 11
2024
Q1 		$11.6M Sell
158,956
-19,580
-11% -$1.36M 2.09% 11
2023
Q4 		$11.6M Sell
178,536
-57,795
-24% -$3.56M 2.33% 10
2023
Q3 		$14M Sell
236,331
-30,472
-11% -$1.87M 2.98% 7
2023
Q2 		$16.3M Sell
266,803
-25,922
-9% -$1.48M 3.51% 5
2023
Q1 		$16.2M Sell
292,725
-479
-0.2% -$25.4K 4.6% 4
2022
Q4 		$14.9M Buy
293,204
+57,968
+25% +$3.02M 4.47% 3
2022
Q3 		$11.8M Buy
235,236
+96,581
+70% +$5.43M 3.74% 8
2022
Q2 		$7.25M Buy
138,655
+28,906
+26% +$1.66M 1.99% 13
2022
Q1 		$7.27M Buy
109,749
+58,384
+114% +$3.8M 1.88% 11
2021
Q4 		$3.72M Buy
+51,365
New +$3.59M 0.91% 18

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
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

Concord Wealth Partners's SPYG Position: Q3 2026 in Review

Concord Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q3 2026, selling an estimated $573K and leaving 212,016 shares worth $26.1M. The position accounts for 3.03% of the portfolio, ranked #8.

Concord Wealth Partners first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. 914 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Concord Wealth Partners held 212,016 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $26.1M as of Q3 2026.
  • Concord Wealth Partners sold 4,777 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $573K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.03% of Concord Wealth Partners's portfolio in Q3 2026, its #8 holding.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 914 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.