Spurstone Advisory Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Spurstone Advisory Services’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	$3.82K	Hold	31	–	–	0.05%	56
2026 Q2	$3.67K	Hold	31	–	–	0.05%	55
2026 Q1	$3.04K	Hold	31	–	–	0.05%	37
2025 Q4	$3.31K	Hold	31	–	–	0.05%	53
2025 Q3	$3.24K	Hold	31	–	–	0.05%	67
2025 Q2	$2.95K	Hold	31	–	–	0.04%	95
2025 Q1	$2.49K	Buy	+31	New	+$2.71K	0.05%	64

Other funds holding SPYG

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Spurstone Advisory Services's SPYG Position: Q3 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 31 shares worth $3.82K. The position accounts for 0.05% of the portfolio, ranked #56.

Spurstone Advisory Services first reported a position in SPYG in Q1 2025 and has held it in 7 quarters since. 749 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Spurstone Advisory Services held 31 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.82K as of Q3 2026.
Spurstone Advisory Services left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.05% of Spurstone Advisory Services's portfolio in Q3 2026, its #56 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 7 quarters since.
749 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.