Hofer & Associates
SPYG icon

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

Hofer & Associates’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 		$6.11M Sell
49,614
-157,699
-76% -$18.9M 4.26% 4
2026
Q2 		$24.7M Sell
207,313
-607
-0.3% -$69.4K 11.93% 1
2026
Q1 		$20.4M Buy
207,920
+2,862
+1% +$298K 10.94% 1
2025
Q4 		$21.9M Buy
205,058
+703
+0.3% +$74.5K 11.59% 1
2025
Q3 		$21.4M Sell
204,355
-4,614
-2% -$460K 12.23% 1
2025
Q2 		$19.9M Buy
208,969
+437
+0.2% +$37.5K 12.43% 1
2025
Q1 		$16.8M Buy
208,532
+1,757
+0.8% +$153K 11.37% 1
2024
Q4 		$18.2M Sell
206,775
-23,132
-10% -$2M 12.2% 1
2024
Q3 		$19.1M Sell
229,907
-972
-0.4% -$77.7K 13.16% 1
2024
Q2 		$18.5M Buy
230,879
+1,238
+0.5% +$92.5K 14.34% 1
2024
Q1 		$16.8M Buy
229,641
+2,950
+1% +$205K 14.15% 1
2023
Q4 		$14.7M Buy
226,691
+1,614
+0.7% +$100K 13.69% 1
2023
Q3 		$13.3M Buy
225,077
+410
+0.2% +$25.1K 13.69% 1
2023
Q2 		$13.7M Buy
224,667
+8,247
+4% +$472K 13.16% 1
2023
Q1 		$11M Sell
216,420
-845
-0.4% -$44.7K 10.97% 2
2022
Q4 		$11M Buy
217,265
+2,086
+1% +$109K 10.98% 2
2022
Q3 		$10.8M Buy
215,179
+3,217
+2% +$181K 11.59% 2
2022
Q2 		$11.1M Buy
211,962
+626
+0.3% +$35.9K 11.53% 1
2022
Q1 		$14M Sell
211,336
-8,907
-4% -$580K 12.32% 2
2021
Q4 		$16M Buy
+220,243
New +$15.4M 14.45% 1

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Hofer & Associates's SPYG Position: Q3 2026 in Review

Hofer & Associates reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 76% in Q3 2026, selling an estimated $18.9M and leaving 49,614 shares worth $6.11M. The position accounts for 4.26% of the portfolio, ranked #4.

Hofer & Associates first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. The position peaked at $24.7M in Q2 2026. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Hofer & Associates held 49,614 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.11M as of Q3 2026.
  • Hofer & Associates sold 157,699 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $18.9M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.26% of Hofer & Associates's portfolio in Q3 2026, its #4 holding.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Hofer & Associates's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $24.7M in Q2 2026.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.