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

Quotient Wealth Partners’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	$430M	Sell	3,494,792 -172,375	-5%	-$20.7M	9.97%	2
2026 Q2	$436M	Sell	3,667,167 -14,713	-0.4%	-$1.68M	10.3%	2
2026 Q1	$360M	Sell	3,681,880 -6,345	-0.2%	-$661K	9.49%	2
2025 Q4	$394M	Buy	3,688,225 +159,725	+5%	+$16.9M	10.47%	2
2025 Q3	$369M	Sell	3,528,500 -97,669	-3%	-$9.7M	10.1%	2
2025 Q2	$346M	Buy	3,626,169 +14,055	+0.4%	+$1.2M	10.17%	2
2025 Q1	$290M	Buy	3,612,114 +138,358	+4%	+$12.1M	9.27%	2
2024 Q4	$305M	Buy	3,473,756 +32,303	+0.9%	+$2.79M	9.99%	2
2024 Q3	$285M	Buy	3,441,453 +100,502	+3%	+$8.03M	9.38%	2
2024 Q2	$268M	Sell	3,340,951 -112,589	-3%	-$8.41M	9.37%	2
2024 Q1	$253M	Buy	3,453,540 +621,142	+22%	+$43.2M	9.02%	2
2023 Q4	$184M	Buy	+2,832,398	New	+$175M	7.15%	2

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Quotient Wealth Partners's SPYG Position: Q3 2026 in Review

Quotient Wealth Partners reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.7% in Q3 2026, selling an estimated $20.7M and leaving 3,494,792 shares worth $430M. The position accounts for 9.97% of the portfolio, ranked #2.

Quotient Wealth Partners first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $436M in Q2 2026. 1,194 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Quotient Wealth Partners held 3,494,792 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $430M as of Q3 2026.
Quotient Wealth Partners sold 172,375 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $20.7M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 9.97% of Quotient Wealth Partners's portfolio in Q3 2026, its #2 holding.
Quotient Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Quotient Wealth Partners's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $436M in Q2 2026.
1,194 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.