Spire Wealth Management
SPYG icon

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

Spire 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 		$1.24M Sell
10,096
-164
-2% -$19.7K 0.04% 347
2026
Q2 		$1.22M Buy
10,260
+38
+0.4% +$4.34K 0.04% 349
2026
Q1 		$1M Sell
10,222
-1,572
-13% -$164K 0.03% 384
2025
Q4 		$1.26M Buy
11,794
+1,546
+15% +$164K 0.04% 349
2025
Q3 		$1.07M Buy
10,248
+912
+10% +$90.8K 0.04% 368
2025
Q2 		$890K Sell
9,336
-3,170
-25% -$272K 0.03% 383
2025
Q1 		$1.01M Sell
12,506
-49,417
-80% -$4.31M 0.03% 397
2024
Q4 		$5.44M Buy
61,923
+3,875
+7% +$335K 0.17% 122
2024
Q3 		$4.81M Sell
58,048
-6,451
-10% -$516K 0.16% 119
2024
Q2 		$5.17M Sell
64,499
-2,475
-4% -$185K 0.18% 117
2024
Q1 		$4.9M Sell
66,974
-5,750
-8% -$400K 0.09% 162
2023
Q4 		$4.89M Sell
72,724
-2,424
-3% -$149K 0.16% 145
2023
Q3 		$4.45M Buy
75,148
+7,488
+11% +$459K 0.17% 122
2023
Q2 		$4.13M Sell
67,660
-5,265
-7% -$302K 0.15% 129
2023
Q1 		$4.04M Buy
72,925
+35,934
+97% +$1.9M 0.16% 127
2022
Q4 		$1.87M Buy
36,991
+29,216
+376% +$1.52M 0.11% 163
2022
Q3 		$390K Sell
7,775
-70,136
-90% -$3.95M 0.02% 385
2022
Q2 		$4.07M Buy
77,911
+4,205
+6% +$241K 0.17% 131
2022
Q1 		$4.88M Sell
73,706
-18,200
-20% -$1.18M 0.13% 157
2021
Q4 		$6.68M Buy
91,906
+349
+0.4% +$24.4K 0.15% 150
2021
Q3 		$5.89M Buy
91,557
+10,438
+13% +$689K 0.16% 149
2021
Q2 		$5.83M Buy
81,119
+7,946
+11% +$477K 0.16% 153
2021
Q1 		$1.62M Buy
+73,173
New +$4.1M 0.04% 329

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

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

Spire Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.6% in Q3 2026, selling an estimated $19.7K and leaving 10,096 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #347.

Spire Wealth Management first reported a position in SPYG in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.68M in Q4 2021. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Spire Wealth Management held 10,096 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.24M as of Q3 2026.
  • Spire Wealth Management sold 164 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $19.7K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Spire Wealth Management's portfolio in Q3 2026, its #347 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $6.68M in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.