Great Valley Advisor Group
SPYG icon

Great Valley Advisor Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Great Valley Advisor Group’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 		$54M Buy
438,874
+53,162
+14% +$6.38M 0.78% 30
2026
Q2 		$45.9M Sell
385,712
-12,447
-3% -$1.42M 0.73% 30
2026
Q1 		$39M Buy
398,159
+64,831
+19% +$6.75M 0.71% 32
2025
Q4 		$35.6M Buy
333,328
+2,819
+0.9% +$299K 0.68% 33
2025
Q3 		$34.5M Buy
330,509
+20,942
+7% +$2.09M 0.69% 30
2025
Q2 		$29.5M Buy
309,567
+19,872
+7% +$1.7M 0.65% 33
2025
Q1 		$23.3M Buy
289,695
+46,660
+19% +$4.07M 0.5% 56
2024
Q4 		$21.4M Buy
243,035
+14,384
+6% +$1.24M 0.48% 50
2024
Q3 		$19M Buy
228,651
+5,621
+3% +$449K 0.47% 55
2024
Q2 		$17.9M Sell
223,030
-8,036
-3% -$600K 0.5% 51
2024
Q1 		$16.9M Buy
231,066
+11,447
+5% +$797K 0.51% 47
2023
Q4 		$14.3M Sell
219,619
-7,837
-3% -$483K 0.5% 53
2023
Q3 		$13.5M Buy
227,456
+7,649
+3% +$469K 0.56% 49
2023
Q2 		$13.4M Sell
219,807
-236,764
-52% -$13.6M 0.56% 45
2023
Q1 		$25.3M Buy
456,571
+38,708
+9% +$2.05M 1.18% 13
2022
Q4 		$21.2M Sell
417,863
-13,195
-3% -$687K 1.08% 15
2022
Q3 		$21.6M Buy
431,058
+80,674
+23% +$4.54M 1.21% 12
2022
Q2 		$18.3M Buy
350,384
+39,041
+13% +$2.24M 1.01% 16
2022
Q1 		$20.8M Buy
311,343
+40,092
+15% +$2.61M 1.21% 12
2021
Q4 		$19.4M Buy
271,251
+7,735
+3% +$540K 1.2% 13
2021
Q3 		$16.9M Buy
263,516
+50,430
+24% +$3.33M 1.16% 18
2021
Q2 		$13.2M Buy
213,086
+63,624
+43% +$3.82M 0.98% 20
2021
Q1 		$8.43M Buy
149,462
+11,070
+8% +$620K 0.81% 25
2020
Q4 		$7.65M Buy
138,392
+34,465
+33% +$1.81M 0.79% 25
2020
Q3 		$5.21M Buy
103,927
+30,611
+42% +$1.5M 0.64% 29
2020
Q2 		$3.29M Buy
73,316
+55,766
+318% +$2.32M 0.54% 49
2020
Q1 		$627K Buy
+17,550
New +$719K 0.17% 155

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Great Valley Advisor Group's SPYG Position: Q3 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q3 2026, buying an estimated $6.38M and bringing the position to 438,874 shares worth $54M. The position accounts for 0.78% of the portfolio, ranked #30.

Great Valley Advisor Group first reported a position in SPYG in Q1 2020 and has held it in 27 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Great Valley Advisor Group held 438,874 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $54M as of Q3 2026.
  • Great Valley Advisor Group bought 53,162 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $6.38M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.78% of Great Valley Advisor Group's portfolio in Q3 2026, its #30 holding.
  • Great Valley Advisor Group 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.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.