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SPYG icon

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

Juncture 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 		$581K Sell
4,720
-446
-9% -$53.5K 0.15% 99
2026
Q2 		$615K Sell
5,166
-15
-0.3% -$1.72K 0.16% 99
2026
Q1 		$507K Sell
5,181
-994
-16% -$104K 0.17% 77
2025
Q4 		$659K Sell
6,175
-1,554
-20% -$165K 0.22% 64
2025
Q3 		$808K Sell
7,729
-2,246
-23% -$224K 0.27% 54
2025
Q2 		$951K Sell
9,975
-3,682
-27% -$316K 0.34% 51
2025
Q1 		$1.1M Sell
13,657
-754
-5% -$65.8K 0.43% 37
2024
Q4 		$1.27M Sell
14,411
-771
-5% -$66.6K 0.47% 34
2024
Q3 		$1.26M Sell
15,182
-1,009
-6% -$80.7K 0.49% 33
2024
Q2 		$1.3M Sell
16,191
-459
-3% -$34.3K 0.54% 29
2024
Q1 		$1.22M Sell
16,650
-2,085
-11% -$145K 0.52% 33
2023
Q4 		$1.22M Sell
18,735
-800
-4% -$49.3K 0.55% 35
2023
Q3 		$1.16M Sell
19,535
-7,369
-27% -$451K 0.57% 39
2023
Q2 		$1.64M Buy
26,904
+2,423
+10% +$139K 0.77% 31
2023
Q1 		$1.36M Sell
24,481
-4,433
-15% -$235K 0.67% 30
2022
Q4 		$1.47M Buy
28,914
+791
+3% +$41.2K 0.7% 32
2022
Q3 		$1.41M Buy
28,123
+7,253
+35% +$408K 0.7% 32
2022
Q2 		$1.09M Sell
20,870
-8,129
-28% -$466K 0.54% 35
2022
Q1 		$1.92M Buy
+28,999
New +$1.89M 0.91% 26

Other funds holding SPYG

CA
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
TF
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
WH
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
CI
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
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 8.6% in Q3 2026, selling an estimated $53.5K and leaving 4,720 shares worth $581K. The position accounts for 0.15% of the portfolio, ranked #99.

Juncture Wealth Strategies first reported a position in SPYG in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2022. 69 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Juncture Wealth Strategies held 4,720 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $581K as of Q3 2026.
  • Juncture Wealth Strategies sold 446 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $53.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.15% of Juncture Wealth Strategies's portfolio in Q3 2026, its #99 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.92M in Q1 2022.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.