Larson Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Larson Financial Group’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	$4.11M	Sell	33,373 -453	-1%	-$54.4K	0.1%	170
2026 Q2	$4.02M	Buy	33,826 +1,357	+4%	+$155K	0.11%	166
2026 Q1	$3.18M	Sell	32,469 -1,244	-4%	-$130K	0.1%	175
2025 Q4	$3.6M	Buy	33,713 +96	+0.3%	+$10.2K	0.12%	156
2025 Q3	$3.51M	Sell	33,617 -2,014	-6%	-$201K	0.12%	152
2025 Q2	$3.4M	Sell	35,631 -1,268	-3%	-$109K	0.14%	146
2025 Q1	$2.97M	Buy	36,899 +918	+3%	+$80.1K	0.14%	141
2024 Q4	$3.16M	Sell	35,981 -8,375	-19%	-$724K	0.16%	113
2024 Q3	$3.68M	Sell	44,356 -31,144	-41%	-$2.49M	0.21%	97
2024 Q2	$6.05M	Buy	75,500 +14,530	+24%	+$1.09M	0.41%	49
2024 Q1	$4.46M	Sell	60,970 -2,203	-3%	-$153K	0.34%	56
2023 Q4	$4.11M	Sell	63,173 -298	-0.5%	-$18.4K	0.36%	55
2023 Q3	$3.76M	Buy	63,471 +38,214	+151%	+$2.34M	0.37%	53
2023 Q2	$1.54M	Sell	25,257 -4,056	-14%	-$232K	0.15%	125
2023 Q1	$1.62M	Buy	29,313 +4,304	+17%	+$228K	0.18%	112
2022 Q4	$1.27M	Sell	25,009 -8,281	-25%	-$431K	0.15%	135
2022 Q3	$1.67M	Buy	33,290 +12,510	+60%	+$704K	0.24%	77
2022 Q2	$1.09M	Sell	20,780 -20,792	-50%	-$1.19M	0.19%	63
2022 Q1	$2.75M	Sell	41,572 -43,042	-51%	-$2.8M	0.44%	40
2021 Q4	$6.13M	Buy	84,614 +71,803	+560%	+$5.01M	0.97%	25
2021 Q3	$820K	Buy	12,811 +4,246	+50%	+$280K	0.16%	61
2021 Q2	$539K	Buy	8,565 +445	+5%	+$26.7K	0.13%	70
2021 Q1	$458K	Buy	8,120 +1,598	+25%	+$89.5K	0.13%	66
2020 Q4	$361K	Buy	6,522 +5,471	+521%	+$288K	0.12%	69
2020 Q3	$53K	Buy	1,051 +1,022	+3,524%	+$50.1K	0.02%	191
2020 Q2	$1K	Hold	29	–	–	﹤0.01%	650
2020 Q1	$1K	Buy	+29	New	+$1.19K	﹤0.01%	509

Other funds holding SPYG

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

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Larson Financial Group's SPYG Position: Q3 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.3% in Q3 2026, selling an estimated $54.4K and leaving 33,373 shares worth $4.11M. The position accounts for 0.1% of the portfolio, ranked #170.

Larson Financial Group first reported a position in SPYG in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.13M in Q4 2021. 914 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Larson Financial Group held 33,373 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.11M as of Q3 2026.
Larson Financial Group sold 453 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $54.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of Larson Financial Group's portfolio in Q3 2026, its #170 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 27 quarters since.
Larson Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.13M in Q4 2021.
914 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.