Stiles Financial Services
SPYG icon

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

Stiles Financial 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 		$543K Sell
4,411
-277
-6% -$33.2K 0.14% 119
2026
Q2 		$558K Buy
4,688
+117
+3% +$13.4K 0.14% 112
2026
Q1 		$448K Buy
4,571
+491
+12% +$51.1K 0.14% 123
2025
Q4 		$435K Sell
4,080
-77
-2% -$8.16K 0.13% 126
2025
Q3 		$434K Buy
4,157
+425
+11% +$42.3K 0.14% 125
2025
Q2 		$356K Sell
3,732
-230
-6% -$19.7K 0.12% 133
2025
Q1 		$318K Buy
3,962
+258
+7% +$22.5K 0.12% 133
2024
Q4 		$326K Sell
3,704
-55
-1% -$4.75K 0.12% 138
2024
Q3 		$312K Sell
3,759
-1,203
-24% -$96.2K 0.11% 144
2024
Q2 		$398K Sell
4,962
-437
-8% -$32.6K 0.15% 119
2024
Q1 		$395K Buy
5,399
+982
+22% +$68.3K 0.16% 120
2023
Q4 		$287K Buy
4,417
+286
+7% +$17.6K 0.13% 141
2023
Q3 		$245K Buy
4,131
+5
+0.1% +$306 0.13% 152
2023
Q2 		$252K Buy
+4,126
New +$236K 0.13% 160
2023
Q1 		– Sell
-5,954
Closed -$314K – 190
2022
Q4 		$314K Buy
+5,954
New +$310K 0.18% 130

Other funds holding SPYG

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
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
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Stiles Financial Services's SPYG Position: Q3 2026 in Review

Stiles Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.9% in Q3 2026, selling an estimated $33.2K and leaving 4,411 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #119.

Stiles Financial Services first reported a position in SPYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $558K in Q2 2026. 803 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Stiles Financial Services held 4,411 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $543K as of Q3 2026.
  • Stiles Financial Services sold 277 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $33.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Stiles Financial Services's portfolio in Q3 2026, its #119 holding.
  • Stiles Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $558K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.