Innovative Wealth Building’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Innovative Wealth Building’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	$727K	Buy	5,904 +503	+9%	+$60.4K	0.4%	42
2026 Q2	$643K	Sell	5,401 -637	-11%	-$72.8K	0.37%	42
2026 Q1	$591K	Sell	6,038 -11	-0.2%	-$1.14K	0.42%	38
2025 Q4	$645K	Sell	6,049 -229	-4%	-$24.3K	0.47%	36
2025 Q3	$656K	Buy	6,278 +299	+5%	+$29.8K	0.51%	34
2025 Q2	$570K	Sell	5,979 -5,284	-47%	-$453K	0.47%	34
2025 Q1	$905K	Sell	11,263 -395	-3%	-$34.5K	0.83%	26
2024 Q4	$1.02M	Buy	+11,658	New	+$1.01M	0.93%	21

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Innovative Wealth Building's SPYG Position: Q3 2026 in Review

Innovative Wealth Building increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 9.3% in Q3 2026, buying an estimated $60.4K and bringing the position to 5,904 shares worth $727K. The position accounts for 0.4% of the portfolio, ranked #42.

Innovative Wealth Building first reported a position in SPYG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Innovative Wealth Building held 5,904 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $727K as of Q3 2026.
Innovative Wealth Building bought 503 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $60.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.4% of Innovative Wealth Building's portfolio in Q3 2026, its #42 holding.
Innovative Wealth Building first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.02M in Q4 2024.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.