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

Heffernan 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	$234K	Buy	+1,900	New	+$228K	0.16%	50

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

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

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 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

Heffernan Advisory's SPYG Position: Q3 2026 in Review

Heffernan Advisory opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 1,900 shares worth $234K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings.

908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Heffernan Advisory held 1,900 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $234K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Heffernan Advisory position in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.16% of Heffernan Advisory's portfolio in Q3 2026, its #50 holding.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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