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

Steph & Co’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 		$81.6K Hold
663
– – 0.02% 152
2026
Q2 		$78.9K Sell
663
-356
-35% -$40.7K 0.02% 160
2026
Q1 		$100K Buy
1,019
+356
+54% +$37.1K 0.03% 146
2025
Q4 		$70.7K Hold
663
– – 0.02% 166
2025
Q3 		$69.3K Hold
663
– – 0.02% 172
2025
Q2 		$63.2K Hold
663
– – 0.02% 169
2025
Q1 		$53.3K Hold
663
– – 0.02% 173
2024
Q4 		$58.3K Hold
663
– – 0.02% 172
2024
Q3 		$55K Buy
+663
New +$53K 0.02% 175

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Steph & Co's SPYG Position: Q3 2026 in Review

Steph & Co held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 663 shares worth $81.6K. The position accounts for 0.02% of the portfolio, ranked #152.

Steph & Co first reported a position in SPYG in Q3 2024 and has held it in 9 quarters since. The position peaked at $100K in Q1 2026. 317 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Steph & Co held 663 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $81.6K as of Q3 2026.
  • Steph & Co 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 0.02% of Steph & Co's portfolio in Q3 2026, its #152 holding.
  • Steph & Co 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.
  • Steph & Co's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $100K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.