Daymark Wealth Partners
SPYG icon

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

Daymark 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 		$593K Sell
4,821
-36
-0.7% -$4.32K 0.01% 472
2026
Q2 		$578K Buy
4,857
+44
+0.9% +$5.03K 0.01% 449
2026
Q1 		$471K Buy
4,813
+305
+7% +$31.8K 0.01% 438
2025
Q4 		$481K Buy
4,508
+1
+0% +$106 0.02% 405
2025
Q3 		$471K Buy
+4,507
New +$449K 0.02% 393

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

Daymark Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.74% in Q3 2026, selling an estimated $4.32K and leaving 4,821 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #472.

Daymark Wealth Partners first reported a position in SPYG in Q3 2025 and has held it in 5 quarters since. 1,212 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Daymark Wealth Partners held 4,821 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $593K as of Q3 2026.
  • Daymark Wealth Partners sold 36 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $4.32K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #472 holding.
  • Daymark Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,212 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.