Markowski Investments
SPYG icon

Markowski Investments’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Markowski Investments’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 		$37.6M Sell
305,152
-1,010
-0.3% -$121K 8.38% 1
2026
Q2 		$36.4M Buy
+306,162
New +$35M 8.02% 1

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

Markowski Investments's SPYG Position: Q3 2026 in Review

Markowski Investments reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.33% in Q3 2026, selling an estimated $121K and leaving 305,152 shares worth $37.6M. The position accounts for 8.38% of the portfolio, ranked #1.

Markowski Investments first reported a position in SPYG in Q2 2026 and has held it in 2 quarters since. 1,253 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Markowski Investments held 305,152 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $37.6M as of Q3 2026.
  • Markowski Investments sold 1,010 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $121K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.38% of Markowski Investments's portfolio in Q3 2026, its #1 holding.
  • Markowski Investments first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,253 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.