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

Ebert Capital 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 		$625K Hold
5,075
– – 0.54% 24
2026
Q2 		$604K Hold
5,075
– – 0.57% 22
2026
Q1 		$497K Hold
5,075
– – 0.51% 22
2025
Q4 		$544K Buy
+5,075
New +$538K 0.53% 21

Other funds holding SPYG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Ebert Capital Management's SPYG Position: Q3 2026 in Review

Ebert Capital Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 5,075 shares worth $625K. The position accounts for 0.54% of the portfolio, ranked #24.

Ebert Capital Management first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Ebert Capital Management held 5,075 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $625K as of Q3 2026.
  • Ebert Capital Management 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 0.54% of Ebert Capital Management's portfolio in Q3 2026, its #24 holding.
  • Ebert Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.