Diversify Wealth Management
SPYG icon

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

Diversify Wealth Management’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 		$234M Buy
1,903,732
+137,651
+8% +$16.5M 3.49% 2
2026
Q2 		$202M Buy
1,766,081
+99,419
+6% +$11.4M 3.38% 3
2026
Q1 		$186M Buy
1,666,662
+479,780
+40% +$50M 3.31% 3
2025
Q4 		$128M Buy
1,186,882
+586,645
+98% +$62.2M 5.98% 1
2025
Q3 		$65.2M Buy
600,237
+23,912
+4% +$2.38M 3.76% 1
2025
Q2 		$57.8M Buy
576,325
+38,179
+7% +$3.27M 3.57% 1
2025
Q1 		$44.1M Buy
538,146
+108,656
+25% +$9.49M 3.28% 2
2024
Q4 		$37.6M Buy
429,490
+134,620
+46% +$11.6M 2.93% 3
2024
Q3 		$24.6M Buy
294,870
+43,682
+17% +$3.49M 2.35% 3
2024
Q2 		$18.4M Buy
+251,188
New +$18.8M 2.29% 5

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
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Diversify Wealth Management's SPYG Position: Q3 2026 in Review

Diversify Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.8% in Q3 2026, buying an estimated $16.5M and bringing the position to 1,903,732 shares worth $234M. The position accounts for 3.49% of the portfolio, ranked #2.

Diversify Wealth Management first reported a position in SPYG in Q2 2024 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Diversify Wealth Management held 1,903,732 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $234M as of Q3 2026.
  • Diversify Wealth Management bought 137,651 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $16.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.49% of Diversify Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.