Phillips Financial Management
SPYG icon

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

Phillips Financial 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 		$313K Hold
2,541
– – 0.02% 156
2026
Q2 		$302K Hold
2,541
– – 0.02% 165
2026
Q1 		$249K Hold
2,541
– – 0.02% 175
2025
Q4 		$271K Hold
2,541
– – 0.02% 177
2025
Q3 		$266K Buy
+2,541
New +$253K 0.02% 180

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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Phillips Financial Management's SPYG Position: Q3 2026 in Review

Phillips Financial Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 2,541 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #156.

Phillips Financial Management first reported a position in SPYG in Q3 2025 and has held it in 5 quarters since. 913 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Phillips Financial Management held 2,541 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $313K as of Q3 2026.
  • Phillips Financial 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 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #156 holding.
  • Phillips Financial Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 913 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.