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

Diversified Enterprises’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	$860K	Hold	6,987	–	–	0.04%	196
2026 Q2	$831K	Sell	6,987 -88	-1%	-$10.1K	0.04%	186
2026 Q1	$693K	Buy	7,075 +12	+0.2%	+$1.25K	0.04%	194
2025 Q4	$754K	Hold	7,063	–	–	0.04%	162
2025 Q3	$738K	Buy	7,063 +30	+0.4%	+$2.99K	0.05%	124
2025 Q2	$670K	Sell	7,033 -1,549	-18%	-$133K	0.05%	126
2025 Q1	$690K	Buy	8,582 +282	+3%	+$24.6K	0.06%	124
2024 Q4	$730K	Buy	8,300 +126	+2%	+$10.9K	0.07%	100
2024 Q3	$678K	Buy	+8,174	New	+$653K	0.07%	100

Other funds holding SPYG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

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

Diversified Enterprises's SPYG Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 6,987 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #196.

Diversified Enterprises first reported a position in SPYG in Q3 2024 and has held it in 9 quarters since. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Diversified Enterprises held 6,987 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $860K as of Q3 2026.
Diversified Enterprises left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Diversified Enterprises's portfolio in Q3 2026, its #196 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.