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

Olistico 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	$332K	Hold	2,700	–	–	0.14%	84
2026 Q2	$321K	Sell	2,700 -121	-4%	-$13.8K	0.14%	86
2026 Q1	$276K	Sell	2,821 -324	-10%	-$33.7K	0.14%	85
2025 Q4	$336K	Hold	3,145	–	–	0.16%	74
2025 Q3	$329K	Sell	3,145 -292	-8%	-$29.1K	0.17%	78
2025 Q2	$328K	Sell	3,437 -8	-0.2%	-$686	0.18%	76
2025 Q1	$277K	Hold	3,445	–	–	0.17%	83
2024 Q4	$303K	Hold	3,445	–	–	0.18%	79
2024 Q3	$286K	Hold	3,445	–	–	0.17%	86
2024 Q2	$276K	Hold	3,445	–	–	0.18%	89
2024 Q1	$252K	Hold	3,445	–	–	0.18%	94
2023 Q4	$224K	Hold	3,445	–	–	0.18%	98
2023 Q3	$204K	Hold	3,445	–	–	0.18%	102
2023 Q2	$210K	Buy	+3,445	New	+$197K	0.18%	106

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

Olistico Wealth's SPYG Position: Q3 2026 in Review

Olistico Wealth held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 2,700 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #84.

Olistico Wealth first reported a position in SPYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $336K in Q4 2025. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Olistico Wealth held 2,700 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $332K as of Q3 2026.
Olistico Wealth 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 0.14% of Olistico Wealth's portfolio in Q3 2026, its #84 holding.
Olistico Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
Olistico Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $336K in Q4 2025.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.