McNaughton Wealth Management
SPYG icon

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

McNaughton 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 		$6.1M Buy
49,564
+360
+0.7% +$43.2K 2.13% 12
2026
Q2 		$5.85M Buy
49,204
+1,211
+3% +$138K 2.08% 13
2026
Q1 		$4.7M Buy
47,993
+1,336
+3% +$139K 1.94% 17
2025
Q4 		$4.98M Buy
46,657
+822
+2% +$87.1K 2.05% 14
2025
Q3 		$4.79M Buy
45,835
+1,052
+2% +$105K 2.02% 14
2025
Q2 		$4.27M Buy
44,783
+392
+0.9% +$33.6K 1.9% 17
2025
Q1 		$3.57M Sell
44,391
-113,627
-72% -$9.9M 1.73% 18
2024
Q4 		$13.9M Buy
158,018
+50
+0% +$4.32K 6.69% 4
2024
Q3 		$13.1M Sell
157,968
-5,038
-3% -$403K 6.38% 5
2024
Q2 		$13.1M Sell
163,006
-4,543
-3% -$339K 6.93% 4
2024
Q1 		$12.3M Sell
167,549
-934
-0.6% -$65K 6.8% 5
2023
Q4 		$11M Buy
168,483
+7,915
+5% +$488K 6.49% 5
2023
Q3 		$9.5M Buy
160,568
+2,228
+1% +$136K 6.33% 5
2023
Q2 		$9.7M Buy
158,340
+9,016
+6% +$516K 6.18% 5
2023
Q1 		$8.27M Buy
149,324
+11,577
+8% +$613K 5.49% 6
2022
Q4 		$6.98M Buy
137,747
+20,644
+18% +$1.07M 4.77% 7
2022
Q3 		$5.87M Buy
117,103
+64,887
+124% +$3.65M 4.31% 8
2022
Q2 		$2.73M Buy
+52,216
New +$2.99M 1.93% 16

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

McNaughton Wealth Management's SPYG Position: Q3 2026 in Review

McNaughton Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.73% in Q3 2026, buying an estimated $43.2K and bringing the position to 49,564 shares worth $6.1M. The position accounts for 2.13% of the portfolio, ranked #12.

McNaughton Wealth Management first reported a position in SPYG in Q2 2022 and has held it in 18 quarters since. The position peaked at $13.9M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • McNaughton Wealth Management held 49,564 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $6.1M as of Q3 2026.
  • McNaughton Wealth Management bought 360 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $43.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.13% of McNaughton Wealth Management's portfolio in Q3 2026, its #12 holding.
  • McNaughton Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • McNaughton Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.9M in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.