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

Insight Wealth Strategies’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	$282K	Buy	2,294 +2	+0.1%	+$240	0.03%	167
2026 Q2	$271K	Buy	2,292 +3	+0.1%	+$343	0.03%	165
2026 Q1	$224K	Sell	2,289 -604	-21%	-$62.9K	0.03%	170
2025 Q4	$309K	Sell	2,893 -703	-20%	-$74.5K	0.04%	141
2025 Q3	$376K	Buy	3,596 +4	+0.1%	+$398	0.04%	137
2025 Q2	$339K	Buy	3,592 +5	+0.1%	+$429	0.04%	138
2025 Q1	$288K	Buy	3,587 +6	+0.2%	+$524	0.04%	137
2024 Q4	$315K	Buy	3,581 +6	+0.2%	+$518	0.04%	134
2024 Q3	$296K	Buy	3,575 +6	+0.2%	+$480	0.04%	143
2024 Q2	$286K	Buy	3,569 +6	+0.2%	+$448	0.04%	145
2024 Q1	$261K	Buy	+3,563	New	+$248K	0.04%	150

Other funds holding SPYG

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Insight Wealth Strategies's SPYG Position: Q3 2026 in Review

Insight Wealth Strategies increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.09% in Q3 2026, buying an estimated $240 and bringing the position to 2,294 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #167.

Insight Wealth Strategies first reported a position in SPYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $376K in Q3 2025. 88 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Insight Wealth Strategies held 2,294 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $282K as of Q3 2026.
Insight Wealth Strategies bought 2 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $240.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #167 holding.
Insight Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
Insight Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $376K in Q3 2025.
88 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.