Discipline Wealth Solutions
SPYG icon

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

Discipline Wealth Solutions’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
-2,311
Closed -$275K – 204
2026
Q2 		$275K Sell
2,311
-33
-1% -$3.77K 0.02% 172
2026
Q1 		$230K Sell
2,344
-179
-7% -$18.6K 0.02% 180
2025
Q4 		$269K Buy
2,523
+55
+2% +$5.83K 0.05% 143
2025
Q3 		$258K Buy
+2,468
New +$246K 0.07% 138

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

Discipline Wealth Solutions's SPYG Position: Q3 2026 in Review

Discipline Wealth Solutions sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026, closing a stake of 2,311 shares — an estimated $275K sold.

Discipline Wealth Solutions first reported a position in SPYG in Q3 2025 and held it in 4 quarters. The position peaked at $275K in Q2 2026. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Discipline Wealth Solutions reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,311 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $275K.
  • Discipline Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and held it in 4 quarters.
  • Discipline Wealth Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $275K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.