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

McGlone Suttner 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	$822K	Sell	6,683 -15	-0.2%	-$1.8K	0.1%	94
2026 Q2	$797K	Hold	6,698	–	–	0.09%	96
2026 Q1	$656K	Sell	6,698 -1,762	-21%	-$183K	0.09%	103
2025 Q4	$903K	Buy	8,460 +32	+0.4%	+$3.39K	0.12%	79
2025 Q3	$881K	Buy	8,428 +3	+0%	+$299	0.12%	80
2025 Q2	$803K	Sell	8,425 -5,425	-39%	-$465K	0.12%	87
2025 Q1	$1.11M	Buy	+13,850	New	+$1.21M	0.18%	64
2024 Q1	–	Sell	-58	Closed	-$3.77K	–	681
2023 Q4	$3.77K	Buy	+58	New	+$3.58K	﹤0.01%	607

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 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

McGlone Suttner Wealth Management's SPYG Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.22% in Q3 2026, selling an estimated $1.8K and leaving 6,683 shares worth $822K. The position accounts for 0.1% of the portfolio, ranked #94.

McGlone Suttner Wealth Management first reported a position in SPYG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2025. 958 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

McGlone Suttner Wealth Management held 6,683 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $822K as of Q3 2026.
McGlone Suttner Wealth Management sold 15 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $1.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #94 holding.
McGlone Suttner Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 8 quarters since.
McGlone Suttner Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.11M in Q1 2025.
958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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