Matrix Asset Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Matrix Asset Advisors’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	$375K	Hold	3,047	–	–	0.03%	80
2026 Q2	$363K	Hold	3,047	–	–	0.03%	87
2026 Q1	$298K	Buy	3,047 +49	+2%	+$5.1K	0.03%	91
2025 Q4	$320K	Hold	2,998	–	–	0.03%	89
2025 Q3	$313K	Hold	2,998	–	–	0.03%	91
2025 Q2	$286K	Sell	2,998 -140	-4%	-$12K	0.03%	92
2025 Q1	$252K	Sell	3,138 -273	-8%	-$23.8K	0.03%	93
2024 Q4	$300K	Hold	3,411	–	–	0.03%	89
2024 Q3	$283K	Buy	3,411 +199	+6%	+$15.9K	0.03%	84
2024 Q2	$257K	Hold	3,212	–	–	0.03%	85
2024 Q1	$235K	Hold	3,212	–	–	0.03%	89
2023 Q4	$209K	Buy	+3,212	New	+$198K	0.03%	93

Other funds holding SPYG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Matrix Asset Advisors's SPYG Position: Q3 2026 in Review

Matrix Asset Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 3,047 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #80.

Matrix Asset Advisors first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. 546 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Matrix Asset Advisors held 3,047 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $375K as of Q3 2026.
Matrix Asset Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Matrix Asset Advisors's portfolio in Q3 2026, its #80 holding.
Matrix Asset Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.