Private Wealth Group
SPYG icon

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

Private Wealth Group’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 		$5.48M Sell
44,506
-40
-0.1% -$4.8K 2.09% 11
2026
Q2 		$5.3M Sell
44,546
-1,023
-2% -$117K 2.05% 11
2026
Q1 		$4.46M Buy
45,569
+1,141
+3% +$119K 2.08% 12
2025
Q4 		$4.74M Sell
44,428
-874
-2% -$92.6K 2.27% 12
2025
Q3 		$4.73M Sell
45,302
-4,963
-10% -$494K 2.36% 12
2025
Q2 		$4.79M Buy
50,265
+9,800
+24% +$840K 2.55% 12
2025
Q1 		$3.25M Sell
40,465
-2,982
-7% -$260K 1.91% 12
2024
Q4 		$3.82M Sell
43,447
-284
-0.6% -$24.5K 1.87% 12
2024
Q3 		$3.63M Sell
43,731
-2,108
-5% -$168K 1.81% 12
2024
Q2 		$3.67M Sell
45,839
-322
-0.7% -$24K 1.93% 12
2024
Q1 		$3.38M Sell
46,161
-37
-0.1% -$2.58K 1.75% 13
2023
Q4 		$3.01M Buy
+46,198
New +$2.85M 1.71% 14
2021
Q1 		– Sell
-4,688
Closed -$259K – 39
2020
Q4 		$259K Buy
4,688
+618
+15% +$32.5K 0.22% 30
2020
Q3 		$204K Buy
+4,070
New +$200K 0.17% 32

Other funds holding SPYG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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
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
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 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

Private Wealth Group's SPYG Position: Q3 2026 in Review

Private Wealth Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.09% in Q3 2026, selling an estimated $4.8K and leaving 44,506 shares worth $5.48M. The position accounts for 2.09% of the portfolio, ranked #11.

Private Wealth Group first reported a position in SPYG in Q3 2020 and has held it in 14 quarters since. 616 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Private Wealth Group held 44,506 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.48M as of Q3 2026.
  • Private Wealth Group sold 40 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $4.8K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.09% of Private Wealth Group's portfolio in Q3 2026, its #11 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 14 quarters since.
  • 616 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.