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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

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. 320 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.
320 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.