Financial Management Professionals
SPYG icon

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

Financial Management Professionals’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 		– Sell
-76
Closed -$9.12K – 1038
2026
Q2 		$9.08K Buy
+76
New +$8.69K ﹤0.01% 606
2026
Q1 		– Sell
-97,670
Closed -$10.4M – 1022
2025
Q4 		$10.4M Sell
97,670
-5,255
-5% -$557K 1.07% 20
2025
Q3 		$10.8M Buy
102,925
+1,512
+1% +$151K 1.12% 20
2025
Q2 		$9.7M Buy
101,413
+2,009
+2% +$172K 1.09% 19
2025
Q1 		$7.99M Buy
99,404
+4,866
+5% +$425K 1.02% 20
2024
Q4 		$8.31M Buy
94,538
+2,660
+3% +$230K 1.05% 20
2024
Q3 		$7.62M Sell
91,878
-4,806
-5% -$384K 0.95% 23
2024
Q2 		$7.75M Sell
96,684
-1,066
-1% -$79.6K 1.06% 20
2024
Q1 		$7.15M Sell
97,750
-266
-0.3% -$18.5K 1.05% 22
2023
Q4 		$6.38M Buy
98,016
+327
+0.3% +$20.2K 1.04% 23
2023
Q3 		$5.79M Buy
97,689
+328
+0.3% +$20.1K 1.02% 21
2023
Q2 		$5.94M Buy
97,361
+97,356
+1,947,120% +$5.58M 0.99% 24
2023
Q1 		$0 Hold
5
– – ﹤0.01% 1134
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1064
2022
Q3 		$0 Buy
+5
New +$281 ﹤0.01% 1095

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 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

Financial Management Professionals's SPYG Position: Q3 2026 in Review

Financial Management Professionals sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026, closing a stake of 76 shares — an estimated $9.12K sold.

Financial Management Professionals first reported a position in SPYG in Q3 2022 and held it in 15 quarters. The position peaked at $10.8M in Q3 2025. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Financial Management Professionals reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 76 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $9.12K.
  • Financial Management Professionals first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and held it in 15 quarters.
  • Financial Management Professionals's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $10.8M in Q3 2025.
  • 908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.