Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Matthew Hamilton Rosenberg’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	$153K	Hold	1,245	–	–	0.03%	279
2026 Q2	$148K	Hold	1,245	–	–	0.03%	288
2026 Q1	$122K	Hold	1,245	–	–	0.03%	293
2025 Q4	$133K	Hold	1,245	–	–	0.03%	282
2025 Q3	$130K	Hold	1,245	–	–	0.03%	272
2025 Q2	$119K	Buy	+1,245	New	+$107K	0.03%	295
2021 Q1	–	Sell	-12	Closed	-$1K	–	562
2020 Q4	$1K	Buy	+12	New	+$631	﹤0.01%	533

Other funds holding SPYG

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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPYG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 1,245 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #279.

Matthew Hamilton Rosenberg first reported a position in SPYG in Q4 2020 and has held it in 7 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Matthew Hamilton Rosenberg held 1,245 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $153K as of Q3 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #279 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 7 quarters since.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.