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

RKL Wealth Management’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	$4.43M	Buy	36,019 +4,489	+14%	+$539K	0.35%	38
2026 Q2	$3.75M	Sell	31,530 -1,333	-4%	-$152K	0.3%	46
2026 Q1	$3.22M	Sell	32,863 -1,497	-4%	-$156K	0.29%	48
2025 Q4	$3.67M	Buy	34,360 +635	+2%	+$67.3K	0.3%	45
2025 Q3	$3.52M	Sell	33,725 -2,533	-7%	-$252K	0.3%	47
2025 Q2	$3.46M	Buy	36,258 +315	+0.9%	+$27K	0.3%	48
2025 Q1	$2.89M	Buy	35,943 +6,531	+22%	+$570K	0.27%	54
2024 Q4	$2.59M	Buy	29,412 +16,150	+122%	+$1.4M	0.23%	59
2024 Q3	$1.1M	Buy	+13,262	New	+$1.06M	0.1%	83

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

RKL Wealth Management's SPYG Position: Q3 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 14% in Q3 2026, buying an estimated $539K and bringing the position to 36,019 shares worth $4.43M. The position accounts for 0.35% of the portfolio, ranked #38.

RKL Wealth Management first reported a position in SPYG in Q3 2024 and has held it in 9 quarters since. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

RKL Wealth Management held 36,019 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.43M as of Q3 2026.
RKL Wealth Management bought 4,489 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $539K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.35% of RKL Wealth Management's portfolio in Q3 2026, its #38 holding.
RKL Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.