Melone Private Wealth
SPYG icon

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

Melone Private Wealth’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 		$12.5M Buy
101,478
+1,211
+1% +$145K 4.9% 6
2026
Q2 		$11.9M Sell
100,267
-2,115
-2% -$242K 4.54% 7
2026
Q1 		$10M Buy
102,382
+32
+0% +$3.33K 4.09% 8
2025
Q4 		$10.9M Sell
102,350
-24,584
-19% -$2.61M 4.63% 6
2025
Q3 		$13.3M Buy
126,934
+2,761
+2% +$275K 6.01% 6
2025
Q2 		$11.8M Buy
124,173
+3,728
+3% +$320K 6.02% 6
2025
Q1 		$9.7M Buy
120,445
+2,861
+2% +$250K 5.07% 6
2024
Q4 		$10.3M Sell
117,584
-10,852
-8% -$938K 5.36% 6
2024
Q3 		$10.7M Buy
128,436
+3,281
+3% +$262K 5.66% 6
2024
Q2 		$10M Buy
125,155
+973
+0.8% +$72.7K 5.94% 5
2024
Q1 		$9.08M Buy
124,182
+1,066
+0.9% +$74.2K 5.45% 6
2023
Q4 		$8.01M Sell
123,116
-13,173
-10% -$812K 5.1% 6
2023
Q3 		$8.08M Buy
136,289
+8,889
+7% +$544K 5.78% 5
2023
Q2 		$7.77M Buy
127,400
+9,403
+8% +$539K 5.48% 5
2023
Q1 		$6.52M Buy
117,997
+22,337
+23% +$1.18M 4.98% 7
2022
Q4 		$4.85M Buy
95,660
+2,119
+2% +$110K 4.11% 9
2022
Q3 		$4.91M Buy
93,541
+5,096
+6% +$287K 4.29% 9
2022
Q2 		$4.86M Buy
88,445
+2,055
+2% +$118K 4.11% 9
2022
Q1 		$5.23M Buy
86,390
+3,393
+4% +$221K 4.26% 7
2021
Q4 		$6.02M Buy
+82,997
New +$5.79M 4.53% 7

Other funds holding SPYG

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
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Melone Private Wealth's SPYG Position: Q3 2026 in Review

Melone Private Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q3 2026, buying an estimated $145K and bringing the position to 101,478 shares worth $12.5M. The position accounts for 4.9% of the portfolio, ranked #6.

Melone Private Wealth first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.3M in Q3 2025. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Melone Private Wealth held 101,478 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $12.5M as of Q3 2026.
  • Melone Private Wealth bought 1,211 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $145K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.9% of Melone Private Wealth's portfolio in Q3 2026, its #6 holding.
  • Melone Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $13.3M in Q3 2025.
  • 656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.