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

PUREfi 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	$243K	Sell	1,972 -110	-5%	-$13.2K	0.11%	207
2026 Q2	$248K	Buy	2,082 +24	+1%	+$2.74K	0.14%	179
2026 Q1	$201K	Sell	2,058 -288	-12%	-$30K	0.13%	185
2025 Q4	$250K	Hold	2,346	–	–	0.19%	135
2025 Q3	$245K	Hold	2,346	–	–	0.19%	142
2025 Q2	$224K	Buy	+2,346	New	+$201K	0.18%	147

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

PUREfi Wealth's SPYG Position: Q3 2026 in Review

PUREfi Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.3% in Q3 2026, selling an estimated $13.2K and leaving 1,972 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #207.

PUREfi Wealth first reported a position in SPYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

PUREfi Wealth held 1,972 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $243K as of Q3 2026.
PUREfi Wealth sold 110 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $13.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.11% of PUREfi Wealth's portfolio in Q3 2026, its #207 holding.
PUREfi Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
PUREfi Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $250K 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 PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.