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

Gradient Investments’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	$260K	Buy	+2,114	New	+$254K	﹤0.01%	427
2026 Q2	–	Sell	-2,853	Closed	-$279K	–	468
2026 Q1	$279K	Buy	+2,853	New	+$297K	﹤0.01%	386
2025 Q4	–	Sell	-2,307	Closed	-$241K	–	383
2025 Q3	$241K	Buy	+2,307	New	+$230K	﹤0.01%	355
2024 Q3	–	Sell	-17,751	Closed	-$1.42M	–	1146
2024 Q2	$1.42M	Buy	17,751 +17,543	+8,434%	+$1.31M	0.03%	177
2024 Q1	$15.2K	Sell	208 -1,925	-90%	-$134K	﹤0.01%	591
2023 Q4	$139K	Buy	2,133 +1,529	+253%	+$94.3K	﹤0.01%	382
2023 Q3	$35.8K	Buy	604 +505	+510%	+$30.9K	﹤0.01%	573
2023 Q2	$6.04K	Hold	99	–	–	﹤0.01%	914
2023 Q1	$5.48K	Sell	99 -53	-35%	-$2.81K	﹤0.01%	930
2022 Q4	$7.7K	Buy	152 +53	+54%	+$2.76K	﹤0.01%	855
2022 Q3	$5K	Sell	99 -3,115	-97%	-$175K	﹤0.01%	971
2022 Q2	$168K	Buy	3,214 +198	+7%	+$11.4K	﹤0.01%	310
2022 Q1	$200K	Sell	3,016 -6,511	-68%	-$424K	0.01%	291
2021 Q4	$690K	Sell	9,527 -2,542	-21%	-$177K	0.02%	186
2021 Q3	$773K	Buy	12,069 +1,039	+9%	+$68.6K	0.02%	182
2021 Q2	$695K	Sell	11,030 -439	-4%	-$26.3K	0.02%	184
2021 Q1	$647K	Buy	11,469 +7,715	+206%	+$432K	0.02%	186
2020 Q4	$188K	Hold	3,754	–	–	0.01%	258
2020 Q3	$188K	Buy	+3,754	New	+$184K	0.01%	258
2018 Q4	–	Sell	-253	Closed	-$13K	–	1077
2018 Q3	$13K	Buy	253 +18	+8%	+$668	﹤0.01%	587
2018 Q2	$8K	Hold	235	–	–	﹤0.01%	653
2018 Q1	$8K	Buy	+235	New	+$8.1K	﹤0.01%	669

Other funds holding SPYG

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Gradient Investments's SPYG Position: Q3 2026 in Review

Gradient Investments opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 2,114 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Gradient Investments previously reported a position in SPYG as recently as Q1 2026.

Gradient Investments first reported a position in SPYG in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.42M in Q2 2024. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Gradient Investments held 2,114 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $260K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Gradient Investments position in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #427 holding.
Gradient Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 22 quarters since.
Gradient Investments's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.42M in Q2 2024.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.