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

Optivise 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	$2.32M	Sell	18,818 -149	-0.8%	-$17.9K	1.14%	19
2026 Q2	$2.26M	Buy	18,967 +1,883	+11%	+$215K	1.15%	17
2026 Q1	$1.67M	Sell	17,084 -963	-5%	-$100K	1.01%	21
2025 Q4	$1.93M	Buy	18,047 +152	+0.8%	+$16.1K	1.11%	19
2025 Q3	$1.87M	Sell	17,895 -9	-0.1%	-$896	1.11%	18
2025 Q2	$1.71M	Sell	17,904 -273	-2%	-$23.4K	0.87%	27
2025 Q1	$1.46M	Sell	18,177 -2,405	-12%	-$210K	0.82%	28
2024 Q4	$1.81M	Sell	20,582 -1,265	-6%	-$109K	0.98%	22
2024 Q3	$1.81M	Sell	21,847 -416	-2%	-$33.3K	0.95%	25
2024 Q2	$1.78M	Buy	+22,263	New	+$1.66M	0.96%	25

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

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

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

Optivise Advisory Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.79% in Q3 2026, selling an estimated $17.9K and leaving 18,818 shares worth $2.32M. The position accounts for 1.14% of the portfolio, ranked #19.

Optivise Advisory Services first reported a position in SPYG in Q2 2024 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Optivise Advisory Services held 18,818 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.32M as of Q3 2026.
Optivise Advisory Services sold 149 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $17.9K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.14% of Optivise Advisory Services's portfolio in Q3 2026, its #19 holding.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 10 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 Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.