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

McClarren Financial 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	$876K	Buy	7,117 +6	+0.1%	+$720	0.44%	39
2026 Q2	$846K	Buy	7,111 +7	+0.1%	+$800	0.44%	40
2026 Q1	$696K	Buy	7,104 +3,327	+88%	+$346K	0.41%	42
2025 Q4	$761K	Sell	3,777 -1,372	-27%	-$145K	0.45%	41
2025 Q3	$709K	Sell	5,149 -1,626	-24%	-$162K	0.43%	41
2025 Q2	$646K	Buy	6,775 +1,736	+34%	+$149K	0.42%	43
2025 Q1	$543K	Sell	5,039 -1,823	-27%	-$159K	0.36%	44
2024 Q4	$603K	Buy	6,862 +2,828	+70%	+$244K	1.69%	10
2024 Q3	$1.16M	Buy	4,034 +2,432	+152%	+$194K	0.15%	38
2024 Q2	$575K	Sell	1,602 -5,487	-77%	-$410K	0.4%	43
2024 Q1	$519K	Sell	7,089 -156	-2%	-$10.9K	0.37%	44
2023 Q4	$471K	Sell	7,245 -260	-3%	-$16K	0.36%	45
2023 Q3	$443K	Sell	7,505 -229	-3%	-$14K	0.39%	42
2023 Q2	$471K	Buy	7,734 +31	+0.4%	+$1.78K	0.39%	43
2023 Q1	$416K	Sell	7,703 -2	-0%	-$106	0.38%	42
2022 Q4	$390K	Sell	7,705 -77	-1%	-$4.01K	0.37%	46
2022 Q3	$389K	Buy	+7,782	New	+$438K	0.39%	45
2022 Q2	–	Sell	-9,437	Closed	-$622K	–	236
2022 Q1	$622K	Sell	9,437 -2	-0%	-$130	0.45%	32
2021 Q4	$683K	Sell	9,439 -521	-5%	-$36.4K	0.47%	32
2021 Q3	$637K	Sell	9,960 -1,347	-12%	-$88.9K	0.5%	28
2021 Q2	$709K	Sell	11,307 -4,223	-27%	-$253K	0.58%	24
2021 Q1	$876K	Buy	15,530 +33	+0.2%	+$1.85K	0.78%	23
2020 Q4	$856K	Buy	+15,497	New	+$814K	0.82%	22

Other funds holding SPYG

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

CWM

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

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

SPWG

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

McClarren Financial Advisors's SPYG Position: Q3 2026 in Review

McClarren Financial Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.08% in Q3 2026, buying an estimated $720 and bringing the position to 7,117 shares worth $876K. The position accounts for 0.44% of the portfolio, ranked #39.

McClarren Financial Advisors first reported a position in SPYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q3 2024. 216 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

McClarren Financial Advisors held 7,117 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $876K as of Q3 2026.
McClarren Financial Advisors bought 6 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $720.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.44% of McClarren Financial Advisors's portfolio in Q3 2026, its #39 holding.
McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 23 quarters since.
McClarren Financial Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.16M in Q3 2024.
216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.