Opal Wealth Advisors
SPYG icon

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

Opal Wealth Advisors’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 		$5.84M Buy
47,431
+2,048
+5% +$246K 1.22% 13
2026
Q2 		$5.4M Buy
45,383
+873
+2% +$100K 1.17% 11
2026
Q1 		$4.36M Buy
44,510
+2,517
+6% +$262K 0.99% 12
2025
Q4 		$4.48M Sell
41,993
-1,264
-3% -$134K 1.17% 14
2025
Q3 		$4.52M Buy
43,257
+1,548
+4% +$154K 1.26% 12
2025
Q2 		$3.98M Buy
41,709
+975
+2% +$83.6K 1.1% 12
2025
Q1 		$3.27M Buy
40,734
+2,835
+7% +$247K 1.01% 15
2024
Q4 		$3.33M Buy
37,899
+3,801
+11% +$328K 1% 18
2024
Q3 		$2.83M Buy
34,098
+224
+0.7% +$17.9K 0.89% 19
2024
Q2 		$2.71M Buy
33,874
+860
+3% +$64.2K 0.87% 18
2024
Q1 		$2.41M Buy
33,014
+1,608
+5% +$112K 0.82% 21
2023
Q4 		$2.04M Buy
31,406
+2,948
+10% +$182K 0.8% 22
2023
Q3 		$1.69M Buy
28,458
+896
+3% +$54.9K 0.99% 15
2023
Q2 		$1.68M Buy
27,562
+1,068
+4% +$61.2K 0.84% 15
2023
Q1 		$1.47M Buy
26,494
+1,391
+6% +$73.7K 0.86% 13
2022
Q4 		$1.27M Buy
25,103
+2,898
+13% +$151K 0.7% 21
2022
Q3 		$1.11M Buy
22,205
+158
+0.7% +$8.89K 0.81% 18
2022
Q2 		$1.15M Sell
22,047
-1,372
-6% -$78.7K 0.76% 20
2022
Q1 		$1.55M Buy
23,419
+1,766
+8% +$115K 1.35% 10
2021
Q4 		$1.57M Buy
21,653
+1,716
+9% +$120K 0.99% 19
2021
Q3 		$1.28M Buy
19,937
+804
+4% +$53.1K 1.23% 13
2021
Q2 		$1.2M Buy
19,133
+1,476
+8% +$88.5K 1.12% 12
2021
Q1 		$996K Buy
17,657
+2,698
+18% +$151K 1.08% 10
2020
Q4 		$827K Buy
+14,959
New +$786K 1.04% 15

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Opal Wealth Advisors's SPYG Position: Q3 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.5% in Q3 2026, buying an estimated $246K and bringing the position to 47,431 shares worth $5.84M. The position accounts for 1.22% of the portfolio, ranked #13.

Opal Wealth Advisors first reported a position in SPYG in Q4 2020 and has held it in 24 quarters since. 395 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Opal Wealth Advisors held 47,431 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.84M as of Q3 2026.
  • Opal Wealth Advisors bought 2,048 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $246K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.22% of Opal Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 395 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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