Detalus Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Detalus Advisors’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	$356K	Buy	2,894 +7	+0.2%	+$840	0.07%	137
2026 Q2	$343K	Buy	2,887 +9	+0.3%	+$1.03K	0.07%	138
2026 Q1	$282K	Buy	2,878 +622	+28%	+$64.8K	0.06%	144
2025 Q4	$241K	Buy	+2,256	New	+$239K	0.06%	153
2022 Q2	–	Sell	-4,022	Closed	-$266K	–	129
2022 Q1	$266K	Sell	4,022 -1,467	-27%	-$95.5K	0.14%	93
2021 Q4	$398K	Buy	5,489 +209	+4%	+$14.6K	0.19%	77
2021 Q3	$338K	Buy	5,280 +172	+3%	+$11.4K	0.17%	85
2021 Q2	$322K	Buy	5,108 +12	+0.2%	+$720	0.17%	87
2021 Q1	$287K	Buy	5,096 +913	+22%	+$51.1K	0.17%	84
2020 Q4	$231K	Buy	+4,183	New	+$220K	0.15%	86

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Detalus Advisors's SPYG Position: Q3 2026 in Review

Detalus Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.24% in Q3 2026, buying an estimated $840 and bringing the position to 2,894 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #137.

Detalus Advisors first reported a position in SPYG in Q4 2020 and has held it in 10 quarters since. The position peaked at $398K in Q4 2021. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Detalus Advisors held 2,894 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $356K as of Q3 2026.
Detalus Advisors bought 7 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $840.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.07% of Detalus Advisors's portfolio in Q3 2026, its #137 holding.
Detalus Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 10 quarters since.
Detalus Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $398K in Q4 2021.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.