Riversedge Advisors
SPYG icon

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

Riversedge Advisors’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 		$39.1M Sell
318,078
-5,232
-2% -$628K 4.82% 5
2026
Q2 		$38.5M Sell
323,310
-7,006
-2% -$801K 5.07% 6
2026
Q1 		$32.3M Sell
330,316
-10,902
-3% -$1.14M 5.24% 5
2025
Q4 		$36.4M Sell
341,218
-5,299
-2% -$562K 5.92% 4
2025
Q3 		$36.2M Sell
346,517
-5,154
-1% -$513K 6.07% 4
2025
Q2 		$33.5M Sell
351,671
-7,998
-2% -$686K 6.56% 4
2025
Q1 		$28.9M Sell
359,669
-3,278
-0.9% -$286K 6.45% 3
2024
Q4 		$31.9M Sell
362,947
-4,727
-1% -$408K 7.21% 3
2024
Q3 		$30.5M Sell
367,674
-1,635
-0.4% -$131K 6.92% 3
2024
Q2 		$29.6M Sell
369,309
-5,952
-2% -$445K 7.22% 2
2024
Q1 		$27.5M Buy
375,261
+240
+0.1% +$16.7K 6.77% 4
2023
Q4 		$24.4M Buy
375,021
+642
+0.2% +$39.6K 6.68% 4
2023
Q3 		$22.2M Sell
374,379
-37,150
-9% -$2.28M 6.55% 4
2023
Q2 		$25.1M Buy
411,529
+3,837
+0.9% +$220K 6.88% 3
2023
Q1 		$22.6M Buy
407,692
+9,651
+2% +$511K 6.57% 3
2022
Q4 		$20.2M Buy
398,041
+45,161
+13% +$2.35M 6.53% 3
2022
Q3 		$17.7M Buy
352,880
+10,833
+3% +$610K 6.39% 5
2022
Q2 		$17.9M Sell
342,047
-66,837
-16% -$3.83M 6.64% 6
2022
Q1 		$27.1M Sell
408,884
-23,140
-5% -$1.51M 8.8% 3
2021
Q4 		$31.3M Sell
432,024
-1,658
-0.4% -$116K 9.93% 3
2021
Q3 		$27.8M Buy
433,682
+22,661
+6% +$1.5M 9.52% 3
2021
Q2 		$25.9M Buy
411,021
+66,887
+19% +$4.01M 9.46% 4
2021
Q1 		$19.4M Buy
344,134
+18,728
+6% +$1.05M 8.3% 4
2020
Q4 		$18M Buy
325,406
+1,195
+0.4% +$62.8K 8.34% 4
2020
Q3 		$16.2M Buy
324,211
+4,734
+1% +$232K 8.6% 3
2020
Q2 		$14.4M Buy
319,477
+3,830
+1% +$159K 8.38% 4
2020
Q1 		$11.3M Buy
+315,647
New +$12.9M 10% 3

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Riversedge Advisors's SPYG Position: Q3 2026 in Review

Riversedge Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q3 2026, selling an estimated $628K and leaving 318,078 shares worth $39.1M. The position accounts for 4.82% of the portfolio, ranked #5.

Riversedge Advisors first reported a position in SPYG in Q1 2020 and has held it in 27 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Riversedge Advisors held 318,078 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $39.1M as of Q3 2026.
  • Riversedge Advisors sold 5,232 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $628K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 4.82% of Riversedge Advisors's portfolio in Q3 2026, its #5 holding.
  • Riversedge Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.