Dynamic Wealth Strategies
SPYG icon

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

Dynamic Wealth Strategies’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 		$7.66M Buy
62,200
+5,566
+10% +$668K 4.08% 7
2026
Q2 		$6.74M Buy
56,634
+3,207
+6% +$367K 3.59% 8
2026
Q1 		$5.23M Buy
53,427
+3,222
+6% +$336K 3.03% 10
2025
Q4 		$5.36M Buy
50,205
+8,920
+22% +$946K 3.19% 10
2025
Q3 		$4.31M Buy
41,285
+12,143
+42% +$1.21M 2.88% 10
2025
Q2 		$2.78M Sell
29,142
-25,022
-46% -$2.14M 2% 13
2025
Q1 		$4.35M Sell
54,164
-38
-0.1% -$3.32K 3.62% 8
2024
Q4 		$4.76M Sell
54,202
-152
-0.3% -$13.1K 4.24% 8
2024
Q3 		$4.51M Sell
54,354
-394
-0.7% -$31.5K 3.68% 9
2024
Q2 		$4.39M Sell
54,748
-3,173
-5% -$237K 3.77% 9
2024
Q1 		$4.24M Sell
57,921
-1,171
-2% -$81.5K 3.62% 9
2023
Q4 		$3.84M Buy
+59,092
New +$3.64M 3.54% 9

Other funds holding SPYG

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

Dynamic Wealth Strategies's SPYG Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.8% in Q3 2026, buying an estimated $668K and bringing the position to 62,200 shares worth $7.66M. The position accounts for 4.08% of the portfolio, ranked #7.

Dynamic Wealth Strategies first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Dynamic Wealth Strategies held 62,200 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.66M as of Q3 2026.
  • Dynamic Wealth Strategies bought 5,566 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $668K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.08% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #7 holding.
  • Dynamic Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.