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

MY 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	$1.53M	Hold	12,460	–	–	1.12%	24
2026 Q2	$1.48M	Sell	12,460 -880	-7%	-$101K	1.04%	27
2026 Q1	$1.07M	Buy	13,340 +880	+7%	+$91.6K	1.04%	16
2025 Q4	$1.33M	Hold	12,460	–	–	1.16%	22
2025 Q3	$1.3M	Hold	12,460	–	–	1.14%	20
2025 Q2	$1.19M	Sell	12,460 -880	-7%	-$75.4K	1.14%	19
2025 Q1	$1.07M	Hold	13,340	–	–	1.04%	16
2024 Q4	$1.17M	Hold	13,340	–	–	1.17%	17
2024 Q3	$1.11M	Hold	13,340	–	–	1.12%	15
2024 Q2	$1.07M	Hold	13,340	–	–	1.22%	18
2024 Q1	$976K	Hold	13,340	–	–	1.08%	17
2023 Q4	$868K	Hold	13,340	–	–	0.82%	16
2023 Q3	$791K	Hold	13,340	–	–	0.79%	20
2023 Q2	$814K	Hold	13,340	–	–	0.74%	20
2023 Q1	$739K	Hold	13,340	–	–	0.74%	20
2022 Q4	$676K	Hold	13,340	–	–	1.03%	16
2022 Q3	$668K	Hold	13,340	–	–	0.72%	19
2022 Q2	$697K	Hold	13,340	–	–	0.75%	20
2022 Q1	$883K	Hold	13,340	–	–	0.82%	21
2021 Q4	$967K	Buy	+13,340	New	+$931K	0.85%	20

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

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

MY Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 12,460 shares worth $1.53M. The position accounts for 1.12% of the portfolio, ranked #24.

MY Wealth Management first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

MY Wealth Management held 12,460 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.53M as of Q3 2026.
MY Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.12% of MY Wealth Management's portfolio in Q3 2026, its #24 holding.
MY Wealth Management 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.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.