Midwest Trust
SPYG icon

Midwest Trust’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Midwest Trust’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 		$1.31M Buy
10,621
+4,758
+81% +$571K 0.01% 344
2026
Q2 		$698K Sell
5,863
-1,074
-15% -$123K 0.01% 399
2026
Q1 		$679K Sell
6,937
-53
-0.8% -$5.52K 0.01% 388
2025
Q4 		$746K Buy
+6,990
New +$741K 0.01% 374

Other funds holding SPYG

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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Midwest Trust's SPYG Position: Q3 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 81% in Q3 2026, buying an estimated $571K and bringing the position to 10,621 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #344.

Midwest Trust first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Midwest Trust held 10,621 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.31M as of Q3 2026.
  • Midwest Trust bought 4,758 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $571K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #344 holding.
  • Midwest Trust first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 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 Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.