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SPYG icon

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

GoalVest Advisory’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 		$4.46M Sell
36,272
-7,450
-17% -$894K 0.77% 20
2026
Q2 		$5.2M Sell
43,722
-3,843
-8% -$439K 0.97% 14
2026
Q1 		$4.66M Sell
47,565
-3,845
-7% -$400K 0.91% 17
2025
Q4 		$5.49M Sell
51,410
-2,825
-5% -$299K 1.05% 16
2025
Q3 		$5.67M Sell
54,235
-435
-0.8% -$43.3K 1.2% 13
2025
Q2 		$5.21M Sell
54,670
-4,449
-8% -$381K 1.29% 12
2025
Q1 		$4.75M Sell
59,119
-3,192
-5% -$279K 1.31% 9
2024
Q4 		$5.48M Sell
62,311
-3,057
-5% -$264K 1.5% 7
2024
Q3 		$5.42M Sell
65,368
-1,532
-2% -$122K 1.56% 8
2024
Q2 		$5.36M Sell
66,900
-23,685
-26% -$1.77M 1.71% 7
2024
Q1 		$6.63M Sell
90,585
-7,523
-8% -$524K 2.21% 6
2023
Q4 		$6.38M Sell
98,108
-2,883
-3% -$178K 2.81% 7
2023
Q3 		$5.99M Sell
100,991
-489
-0.5% -$30K 3% 6
2023
Q2 		$6.19M Sell
101,480
-2,013
-2% -$115K 3.2% 6
2023
Q1 		$5.73M Sell
103,493
-5,821
-5% -$308K 3.36% 7
2022
Q4 		$5.54M Buy
+109,314
New +$5.69M 3.58% 5
2022
Q2 		– Sell
-1,724
Closed -$114K – 513
2022
Q1 		$114K Buy
+1,724
New +$112K 0.06% 124
2021
Q2 		$109K Sell
1,724
-50
-3% -$3K 0.07% 128
2021
Q1 		$100K Sell
1,774
-34
-2% -$1.91K 0.07% 111
2020
Q4 		$100K Buy
+1,808
New +$95K 0.08% 99

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
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
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

GoalVest Advisory's SPYG Position: Q3 2026 in Review

GoalVest Advisory reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q3 2026, selling an estimated $894K and leaving 36,272 shares worth $4.46M. The position accounts for 0.77% of the portfolio, ranked #20.

GoalVest Advisory first reported a position in SPYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.63M in Q1 2024. 69 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • GoalVest Advisory held 36,272 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.46M as of Q3 2026.
  • GoalVest Advisory sold 7,450 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $894K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.77% of GoalVest Advisory's portfolio in Q3 2026, its #20 holding.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • GoalVest Advisory's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.63M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.