Marion Wealth Management
SPYG icon

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

Marion Wealth 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 		$9.42M Buy
76,548
+333
+0.4% +$40K 1.85% 15
2026
Q2 		$9.07M Sell
76,215
-46
-0.1% -$5.26K 1.85% 15
2026
Q1 		$7.47M Sell
76,261
-4,574
-6% -$476K 1.65% 16
2025
Q4 		$8.65M Buy
80,835
+440
+0.5% +$46.6K 1.92% 14
2025
Q3 		$8.4M Sell
80,395
-362
-0.4% -$36.1K 1.99% 14
2025
Q2 		$7.7M Buy
80,757
+1,343
+2% +$115K 1.93% 14
2025
Q1 		$6.38M Sell
79,414
-9,182
-10% -$802K 1.7% 14
2024
Q4 		$7.79M Sell
88,596
-255
-0.3% -$22K 2.07% 13
2024
Q3 		$7.37M Buy
88,851
+2,811
+3% +$225K 1.97% 13
2024
Q2 		$6.89M Buy
86,040
+2,394
+3% +$179K 2.02% 13
2024
Q1 		$6.12M Buy
83,646
+4,293
+5% +$299K 1.83% 13
2023
Q4 		$5.16M Sell
79,353
-5,051
-6% -$311K 1.65% 15
2023
Q3 		$5M Buy
84,404
+2,185
+3% +$134K 1.76% 14
2023
Q2 		$5.02M Buy
82,219
+3,801
+5% +$218K 1.78% 14
2023
Q1 		$4.34M Buy
78,418
+8,794
+13% +$466K 1.62% 16
2022
Q4 		$3.53M Buy
69,624
+14,319
+26% +$745K 1.49% 17
2022
Q3 		$2.77M Sell
55,305
-1,143
-2% -$64.3K 1.42% 17
2022
Q2 		$2.95M Buy
56,448
+8,830
+19% +$506K 1.55% 21
2022
Q1 		$3.15M Buy
47,618
+294
+0.6% +$19.1K 1.54% 19
2021
Q4 		$3.43M Buy
+47,324
New +$3.3M 1.63% 18

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Marion Wealth Management's SPYG Position: Q3 2026 in Review

Marion Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.44% in Q3 2026, buying an estimated $40K and bringing the position to 76,548 shares worth $9.42M. The position accounts for 1.85% of the portfolio, ranked #15.

Marion Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Marion Wealth Management held 76,548 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.42M as of Q3 2026.
  • Marion Wealth Management bought 333 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $40K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.85% of Marion Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Marion Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.