Dynamic Advisor Solutions
SPYG icon

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

Dynamic Advisor 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 		$562K Sell
4,566
-244
-5% -$29.3K 0.02% 626
2026
Q2 		$572K Buy
4,810
+1,315
+38% +$150K 0.02% 648
2026
Q1 		$342K Buy
3,495
+288
+9% +$30K 0.01% 764
2025
Q4 		$342K Sell
3,207
-629
-16% -$66.7K 0.01% 735
2025
Q3 		$401K Buy
3,836
+400
+12% +$39.8K 0.01% 694
2025
Q2 		$327K Buy
3,436
+50
+1% +$4.29K 0.01% 720
2025
Q1 		$272K Sell
3,386
-102
-3% -$8.9K 0.01% 739
2024
Q4 		$307K Sell
3,488
-1,418
-29% -$123K 0.01% 528
2024
Q3 		$407K Sell
4,906
-113
-2% -$9.03K 0.01% 659
2024
Q2 		$402K Sell
5,019
-113
-2% -$8.44K 0.01% 677
2024
Q1 		$375K Buy
5,132
+1,549
+43% +$108K 0.01% 685
2023
Q4 		$226K Buy
+3,583
New +$221K 0.01% 799
2023
Q2 		– Sell
-4,417
Closed -$245K – 848
2023
Q1 		$245K Sell
4,417
-277
-6% -$14.7K 0.01% 651
2022
Q4 		$238K Sell
4,694
-1,309
-22% -$68.1K 0.02% 613
2022
Q3 		$301K Sell
6,003
-1,529
-20% -$86K 0.02% 524
2022
Q2 		$394K Sell
7,532
-6,387
-46% -$366K 0.03% 462
2022
Q1 		$922K Buy
13,919
+7,473
+116% +$486K 0.06% 290
2021
Q4 		$467K Sell
6,446
-2,653
-29% -$185K 0.03% 447
2021
Q3 		$583K Sell
9,099
-2,304
-20% -$152K 0.04% 404
2021
Q2 		$718K Buy
11,403
+1,184
+12% +$71K 0.06% 343
2021
Q1 		$576K Buy
10,219
+1,397
+16% +$78.3K 0.05% 341
2020
Q4 		$488K Sell
8,822
-9,869
-53% -$519K 0.05% 367
2020
Q3 		$937K Sell
18,691
-107
-0.6% -$5.24K 0.11% 221
2020
Q2 		$844K Buy
18,798
+4,145
+28% +$172K 0.11% 205
2020
Q1 		$524K Buy
14,653
+1,331
+10% +$54.5K 0.1% 235
2019
Q4 		$558K Sell
13,322
-658
-5% -$26.4K 0.08% 285
2019
Q3 		$544K Buy
13,980
+1,065
+8% +$41.6K 0.08% 255
2019
Q2 		$500K Buy
12,915
+5,280
+69% +$201K 0.08% 262
2019
Q1 		$284K Sell
7,635
-4,886
-39% -$173K 0.05% 313
2018
Q4 		$430K Buy
+12,521
New +$438K 0.09% 226

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Dynamic Advisor Solutions's SPYG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.1% in Q3 2026, selling an estimated $29.3K and leaving 4,566 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #626.

Dynamic Advisor Solutions first reported a position in SPYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $937K in Q3 2020. 318 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Dynamic Advisor Solutions held 4,566 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $562K as of Q3 2026.
  • Dynamic Advisor Solutions sold 244 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $29.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #626 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $937K in Q3 2020.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.