Hoxton Planning & Management
SPYG icon

Hoxton Planning & Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Hoxton Planning & Management’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 		$7.34M Sell
59,667
-2,873
-5% -$345K 1.87% 9
2026
Q2 		$7.44M Sell
62,540
-5,938
-9% -$679K 1.94% 7
2026
Q1 		$6.7M Buy
68,478
+2,071
+3% +$216K 2.01% 10
2025
Q4 		$7.09M Buy
66,407
+15,616
+31% +$1.66M 2.12% 8
2025
Q3 		$5.31M Buy
50,791
+8,200
+19% +$817K 1.71% 12
2025
Q2 		$4.06M Buy
42,591
+7,370
+21% +$632K 1.4% 18
2025
Q1 		$2.83M Buy
+35,221
New +$3.07M 1.08% 20

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Hoxton Planning & Management's SPYG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.6% in Q3 2026, selling an estimated $345K and leaving 59,667 shares worth $7.34M. The position accounts for 1.87% of the portfolio, ranked #9.

Hoxton Planning & Management first reported a position in SPYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.44M in Q2 2026. 454 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Hoxton Planning & Management held 59,667 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.34M as of Q3 2026.
  • Hoxton Planning & Management sold 2,873 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $345K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.87% of Hoxton Planning & Management's portfolio in Q3 2026, its #9 holding.
  • Hoxton Planning & Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • Hoxton Planning & Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.44M in Q2 2026.
  • 454 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.