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

Richardson Financial Services’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	$37.7K	Buy	306 +82	+37%	+$9.8K	0.02%	363
2026 Q2	$26.7K	Buy	+224	New	+$25.6K	0.02%	395
2026 Q1	–	Sell	-730	Closed	-$77.9K	–	656
2025 Q4	$77.9K	Buy	730 +36	+5%	+$3.82K	0.03%	253
2025 Q3	$72.5K	Buy	694 +34	+5%	+$3.39K	0.05%	242
2025 Q2	$62.3K	Buy	+660	New	+$56.6K	0.04%	236
2025 Q1	–	Sell	-1,849	Closed	-$164K	–	633
2024 Q4	$164K	Buy	1,849 +823	+80%	+$71.1K	0.12%	156
2024 Q3	$82.2K	Hold	1,026	–	–	0.05%	218
2024 Q2	$82.2K	Buy	+1,026	New	+$76.6K	0.06%	209

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 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

Richardson Financial Services's SPYG Position: Q3 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 37% in Q3 2026, buying an estimated $9.8K and bringing the position to 306 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #363.

Richardson Financial Services first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $164K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Richardson Financial Services held 306 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $37.7K as of Q3 2026.
Richardson Financial Services bought 82 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $9.8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Richardson Financial Services's portfolio in Q3 2026, its #363 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Richardson Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $164K in Q4 2024.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.