NWF Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

NWF Advisory Services’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	$956K	Buy	7,770 +2,207	+40%	+$265K	0.09%	152
2026 Q2	$662K	Buy	5,563 +1,916	+53%	+$219K	0.06%	183
2026 Q1	$357K	Buy	+3,647	New	+$380K	0.04%	258
2025 Q4	–	Sell	-45,137	Closed	-$4.72M	–	441
2025 Q3	$4.72M	Buy	45,137 +6,409	+17%	+$638K	0.52%	46
2025 Q2	$3.69M	Buy	+38,728	New	+$3.32M	0.44%	53

Other funds holding SPYG

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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

NWF Advisory Services's SPYG Position: Q3 2026 in Review

NWF Advisory Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 40% in Q3 2026, buying an estimated $265K and bringing the position to 7,770 shares worth $956K. The position accounts for 0.09% of the portfolio, ranked #152.

NWF Advisory Services first reported a position in SPYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.72M in Q3 2025. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

NWF Advisory Services held 7,770 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $956K as of Q3 2026.
NWF Advisory Services bought 2,207 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $265K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of NWF Advisory Services's portfolio in Q3 2026, its #152 holding.
NWF Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
NWF Advisory Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.72M in Q3 2025.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.