RS
SPYG icon

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

Retirement Solution’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 		$344K Buy
2,795
+4
+0.1% +$480 0.08% 35
2026
Q2 		$332K Buy
2,791
+3
+0.1% +$343 0.15% 37
2026
Q1 		$273K Buy
2,788
+4
+0.1% +$417 0.06% 40
2025
Q4 		$297K Buy
2,784
+4
+0.1% +$424 0.07% 39
2025
Q3 		$291K Buy
2,780
+4
+0.1% +$398 0.07% 28
2025
Q2 		$265K Buy
+2,776
New +$238K 0.07% 28
2025
Q1 		– Sell
-2,772
Closed -$244K – 53
2024
Q4 		$244K Sell
2,772
-1,595
-37% -$138K 0.06% 35
2024
Q3 		$362K Buy
4,367
+207
+5% +$16.5K 0.09% 38
2024
Q2 		$333K Buy
4,160
+33
+0.8% +$2.46K 0.09% 30
2024
Q1 		$302K Buy
4,127
+6
+0.1% +$418 0.08% 32
2023
Q4 		$268K Buy
4,121
+13
+0.3% +$802 0.08% 34
2023
Q3 		$244K Buy
4,108
+108
+3% +$6.62K 0.08% 34
2023
Q2 		$244K Buy
4,000
+12
+0.3% +$687 0.08% 40
2023
Q1 		$221K Buy
3,988
+14
+0.4% +$741 0.08% 39
2022
Q4 		$201K Buy
+3,974
New +$207K 0.11% 25

Other funds holding SPYG

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
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

Retirement Solution's SPYG Position: Q3 2026 in Review

Retirement Solution increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.14% in Q3 2026, buying an estimated $480 and bringing the position to 2,795 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #35.

Retirement Solution first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $362K in Q3 2024. 634 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Retirement Solution held 2,795 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $344K as of Q3 2026.
  • Retirement Solution bought 4 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $480.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Retirement Solution's portfolio in Q3 2026, its #35 holding.
  • Retirement Solution first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Retirement Solution's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $362K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.