Cooper Financial Group
SPYG icon

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

Cooper Financial Group’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 		$3M Sell
24,342
-674
-3% -$80.9K 0.24% 73
2026
Q2 		$2.98M Sell
25,016
-13,281
-35% -$1.52M 0.25% 73
2026
Q1 		$3.75M Buy
38,297
+24
+0.1% +$2.5K 0.38% 47
2025
Q4 		$4.08M Sell
38,273
-12,170
-24% -$1.29M 0.43% 42
2025
Q3 		$5.27M Sell
50,443
-3,470
-6% -$346K 0.58% 32
2025
Q2 		$5.14M Sell
53,913
-9,460
-15% -$811K 0.6% 34
2025
Q1 		$5.09M Sell
63,373
-11,301
-15% -$987K 0.67% 30
2024
Q4 		$6.56M Sell
74,674
-1,304
-2% -$113K 0.79% 27
2024
Q3 		$6.3M Sell
75,978
-6,874
-8% -$549K 0.82% 26
2024
Q2 		$6.64M Buy
82,852
+14,943
+22% +$1.12M 0.98% 22
2024
Q1 		$4.97M Sell
67,909
-1,023
-1% -$71.2K 0.82% 25
2023
Q4 		$4.48M Sell
68,932
-331
-0.5% -$20.4K 0.82% 25
2023
Q3 		$4.11M Sell
69,263
-2,909
-4% -$178K 0.99% 21
2023
Q2 		$4.4M Sell
72,172
-2,534
-3% -$145K 1.09% 17
2023
Q1 		$4.14M Buy
74,706
+2,310
+3% +$122K 1.11% 19
2022
Q4 		$3.67M Buy
72,396
+2,437
+3% +$127K 1.12% 19
2022
Q3 		$3.5M Sell
69,959
-1,591
-2% -$89.5K 1.26% 16
2022
Q2 		$3.74M Buy
71,550
+3,138
+5% +$180K 1.36% 12
2022
Q1 		$4.53M Buy
68,412
+2,305
+3% +$150K 1.72% 8
2021
Q4 		$4.79M Buy
66,107
+8,926
+16% +$623K 1.81% 7
2021
Q3 		$3.66M Buy
57,181
+5,358
+10% +$354K 0.76% 24
2021
Q2 		$3.26M Buy
51,823
+7,577
+17% +$454K 0.66% 29
2021
Q1 		$2.5M Sell
44,246
-29,353
-40% -$1.64M 0.56% 31
2020
Q4 		$4.07M Buy
73,599
+28,863
+65% +$1.52M 0.83% 24
2020
Q3 		$2.24M Sell
44,736
-1,361
-3% -$66.7K 0.65% 29
2020
Q2 		$2.07M Buy
46,097
+10,244
+29% +$425K 0.67% 29
2020
Q1 		$1.28M Buy
35,853
+16,673
+87% +$683K 0.53% 28
2019
Q4 		$804K Buy
19,180
+8,904
+87% +$357K 0.32% 49
2019
Q3 		$400K Buy
+10,276
New +$402K 0.18% 82
2019
Q1 		– Sell
-69,413
Closed -$2.26M – 115
2018
Q4 		$2.26M Buy
+69,413
New +$2.43M 1.53% 16

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Cooper Financial Group's SPYG Position: Q3 2026 in Review

Cooper Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.7% in Q3 2026, selling an estimated $80.9K and leaving 24,342 shares worth $3M. The position accounts for 0.24% of the portfolio, ranked #73.

Cooper Financial Group first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.64M in Q2 2024. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Cooper Financial Group held 24,342 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3M as of Q3 2026.
  • Cooper Financial Group sold 674 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $80.9K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of Cooper Financial Group's portfolio in Q3 2026, its #73 holding.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Cooper Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.64M in Q2 2024.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.