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

Rossby Financial’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	$565K	Buy	4,590 +2,237	+95%	+$268K	0.08%	230
2026 Q2	$280K	Buy	2,353 +204	+9%	+$23.3K	0.05%	317
2026 Q1	$213K	Buy	2,149 +2,089	+3,482%	+$218K	0.04%	367
2025 Q4	$6.4K	Buy	60 +3	+5%	+$318	﹤0.01%	1045
2025 Q3	$5.98K	Sell	57 -1	-2%	-$100	﹤0.01%	947
2025 Q2	$5.53K	Buy	+58	New	+$4.97K	﹤0.01%	885

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

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

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

Rossby Financial's SPYG Position: Q3 2026 in Review

Rossby Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 95% in Q3 2026, buying an estimated $268K and bringing the position to 4,590 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #230.

Rossby Financial first reported a position in SPYG in Q2 2025 and has held it in 6 quarters since. 1,228 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Rossby Financial held 4,590 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $565K as of Q3 2026.
Rossby Financial bought 2,237 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $268K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of Rossby Financial's portfolio in Q3 2026, its #230 holding.
Rossby Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2025 and has held it in 6 quarters since.
1,228 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.