Eclectic Associates
SPYG icon

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

Eclectic Associates’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 		$1.88M Buy
15,286
+164
+1% +$19.7K 0.21% 64
2026
Q2 		$1.8M Buy
15,122
+18
+0.1% +$2.06K 0.2% 63
2026
Q1 		$1.48M Buy
15,104
+6,236
+70% +$649K 0.2% 65
2025
Q4 		$946K Buy
8,868
+5,797
+189% +$615K 0.15% 77
2025
Q3 		$321K Sell
3,071
-80
-3% -$7.97K 0.06% 98
2025
Q2 		$300K Sell
3,151
-4
-0.1% -$343 0.07% 105
2025
Q1 		$254K Sell
3,155
-12
-0.4% -$1.05K 0.07% 107
2024
Q4 		$278K Sell
3,167
-672
-18% -$58.1K 0.08% 105
2024
Q3 		$318K Sell
3,839
-35
-0.9% -$2.8K 0.13% 84
2024
Q2 		$310K Sell
3,874
-113
-3% -$8.44K 0.14% 73
2024
Q1 		$292K Sell
3,987
-170
-4% -$11.8K 0.13% 77
2023
Q4 		$270K Sell
4,157
-113
-3% -$6.97K 0.13% 74
2023
Q3 		$253K Sell
4,270
-40
-0.9% -$2.45K 0.13% 69
2023
Q2 		$263K Buy
4,310
+2
+0% +$115 0.13% 68
2023
Q1 		$238K Sell
4,308
-195
-4% -$10.3K 0.12% 72
2022
Q4 		$228K Sell
4,503
-14
-0.3% -$728 0.11% 72
2022
Q3 		$226K Sell
4,517
-1
-0% -$56 0.15% 61
2022
Q2 		$236K Buy
4,518
+85
+2% +$4.87K 0.16% 61
2022
Q1 		$293K Hold
4,433
– – 0.19% 55
2021
Q4 		$321K Sell
4,433
-372
-8% -$26K 0.21% 58
2021
Q3 		$308K Sell
4,805
-98
-2% -$6.47K 0.22% 53
2021
Q2 		$309K Sell
4,903
-322
-6% -$19.3K 0.23% 52
2021
Q1 		$295K Sell
5,225
-157
-3% -$8.8K 0.24% 51
2020
Q4 		$298K Buy
+5,382
New +$283K 0.28% 49

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
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
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

Eclectic Associates's SPYG Position: Q3 2026 in Review

Eclectic Associates increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.1% in Q3 2026, buying an estimated $19.7K and bringing the position to 15,286 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #64.

Eclectic Associates first reported a position in SPYG in Q4 2020 and has held it in 24 quarters since. 413 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Eclectic Associates held 15,286 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.88M as of Q3 2026.
  • Eclectic Associates bought 164 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $19.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of Eclectic Associates's portfolio in Q3 2026, its #64 holding.
  • Eclectic Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.