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

RMR Wealth Builders’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	$541K	Buy	4,395 +38	+0.9%	+$4.56K	0.03%	181
2026 Q2	$518K	Buy	4,357 +2	+0%	+$229	0.03%	192
2026 Q1	$426K	Sell	4,355 -1,505	-26%	-$157K	0.03%	194
2025 Q4	$625K	Buy	5,860 +1,554	+36%	+$165K	0.05%	155
2025 Q3	$450K	Buy	4,306 +2	+0%	+$199	0.04%	180
2025 Q2	$410K	Buy	4,304 +402	+10%	+$34.5K	0.04%	183
2025 Q1	$314K	Sell	3,902 -628	-14%	-$54.8K	0.03%	198
2024 Q4	$398K	Sell	4,530 -417	-8%	-$36K	0.04%	175
2024 Q3	$410K	Sell	4,947 -873	-15%	-$69.8K	0.04%	174
2024 Q2	$466K	Buy	5,820 +3	+0.1%	+$224	0.05%	154
2024 Q1	$426K	Buy	+5,817	New	+$405K	0.05%	167

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

RMR Wealth Builders's SPYG Position: Q3 2026 in Review

RMR Wealth Builders increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.87% in Q3 2026, buying an estimated $4.56K and bringing the position to 4,395 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #181.

RMR Wealth Builders first reported a position in SPYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $625K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

RMR Wealth Builders held 4,395 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $541K as of Q3 2026.
RMR Wealth Builders bought 38 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $4.56K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #181 holding.
RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
RMR Wealth Builders's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $625K in Q4 2025.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.