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

ERTS Wealth Advisors’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	$33.6M	Buy	273,316 +551	+0.2%	+$66.1K	9.9%	5
2026 Q2	$32.5M	Sell	272,765 -14,665	-5%	-$1.68M	9.5%	5
2026 Q1	$28.1M	Sell	287,430 -41,144	-13%	-$4.28M	8.95%	5
2025 Q4	$35.1M	Buy	328,574 +1,377	+0.4%	+$146K	11.01%	3
2025 Q3	$34.2M	Sell	327,197 -47,491	-13%	-$4.73M	11.04%	3
2025 Q2	$35.7M	Sell	374,688 -348,562	-48%	-$29.9M	12.32%	2
2025 Q1	$58.1M	Buy	723,250 +179,971	+33%	+$15.7M	11.29%	2
2024 Q4	$47.8M	Sell	543,279 -37,895	-7%	-$3.27M	9.01%	4
2024 Q3	$48.2M	Sell	581,174 -349,253	-38%	-$27.9M	9.02%	4
2024 Q2	$74.6M	Sell	930,427 -53,023	-5%	-$3.96M	14.99%	1
2024 Q1	$71.9M	Sell	983,450 -35,316	-3%	-$2.46M	14.69%	2
2023 Q4	$66.3M	Buy	1,018,766 +29,335	+3%	+$1.81M	14.3%	2
2023 Q3	$58.7M	Buy	989,431 +462,228	+88%	+$28.3M	14.12%	2
2023 Q2	$32.2M	Sell	527,203 -30,231	-5%	-$1.73M	7.49%	6
2023 Q1	$30.9M	Sell	557,434 -149,673	-21%	-$7.93M	7.48%	6
2022 Q4	$35.8M	Sell	707,107 -72,268	-9%	-$3.76M	9.29%	3
2022 Q3	$39M	Sell	779,375 -15,875	-2%	-$893K	10.96%	2
2022 Q2	$41.6M	Buy	795,250 +50,862	+7%	+$2.92M	11.8%	3
2022 Q1	$49.3M	Sell	744,388 -10,097	-1%	-$657K	13.8%	2
2021 Q4	$54.7M	Buy	754,485 +591,115	+362%	+$41.3M	13.05%	3
2021 Q3	$14.2M	Sell	163,370 -589,679	-78%	-$38.9M	3.73%	12
2021 Q2	$47.4M	Buy	753,049 +116,148	+18%	+$6.97M	12.83%	2
2021 Q1	$35.9M	Buy	636,901 +179,999	+39%	+$10.1M	10.64%	2
2020 Q4	$25.3M	Buy	456,902 +32,884	+8%	+$1.73M	8.2%	3
2020 Q3	$21.2M	Sell	424,018 -96,684	-19%	-$4.74M	7.99%	4
2020 Q2	$23.4M	Buy	520,702 +17,407	+3%	+$723K	9.45%	3
2020 Q1	$18M	Buy	+503,295	New	+$20.6M	8.71%	3

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

ERTS Wealth Advisors's SPYG Position: Q3 2026 in Review

ERTS Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.2% in Q3 2026, buying an estimated $66.1K and bringing the position to 273,316 shares worth $33.6M. The position accounts for 9.9% of the portfolio, ranked #5.

ERTS Wealth Advisors first reported a position in SPYG in Q1 2020 and has held it in 27 quarters since. The position peaked at $74.6M in Q2 2024. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

ERTS Wealth Advisors held 273,316 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $33.6M as of Q3 2026.
ERTS Wealth Advisors bought 551 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $66.1K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.9% of ERTS Wealth Advisors's portfolio in Q3 2026, its #5 holding.
ERTS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 27 quarters since.
ERTS Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $74.6M in Q2 2024.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.