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SPYG icon

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

Stone Summit Wealth’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 		$9.04M Buy
73,446
+12,256
+20% +$1.47M 2.44% 10
2026
Q2 		$7.28M Buy
61,190
+3,441
+6% +$393K 1.85% 16
2026
Q1 		$5.65M Buy
57,749
+5,242
+10% +$546K 1.57% 17
2025
Q4 		$5.6M Buy
52,507
+5,910
+13% +$627K 1.52% 16
2025
Q3 		$4.87M Sell
46,597
-2,033
-4% -$202K 1.38% 21
2025
Q2 		$4.64M Buy
48,630
+26,163
+116% +$2.24M 1.44% 19
2025
Q1 		$1.81M Buy
22,467
+1,150
+5% +$100K 0.61% 54
2024
Q4 		$1.87M Buy
21,317
+814
+4% +$70.3K 0.63% 53
2024
Q3 		$1.7M Buy
20,503
+2,553
+14% +$204K 0.55% 57
2024
Q2 		$1.44M Buy
17,950
+736
+4% +$55K 0.52% 58
2024
Q1 		$1.26M Buy
17,214
+568
+3% +$39.5K 0.44% 67
2023
Q4 		$1.08M Sell
16,646
-508
-3% -$31.3K 0.42% 71
2023
Q3 		$1.02M Sell
17,154
-278
-2% -$17K 0.44% 69
2023
Q2 		$1.06M Sell
17,432
-3,826
-18% -$219K 0.44% 67
2023
Q1 		$1.18M Sell
21,258
-4,186
-16% -$222K 0.52% 63
2022
Q4 		$1.29M Buy
25,444
+106
+0.4% +$5.52K 0.63% 55
2022
Q3 		$1.27M Buy
25,338
+885
+4% +$49.8K 0.78% 48
2022
Q2 		$1.28M Buy
24,453
+2,456
+11% +$141K 0.76% 49
2022
Q1 		$1.45M Sell
21,997
-337
-2% -$21.9K 0.81% 41
2021
Q4 		$1.62M Buy
+22,334
New +$1.56M 1.31% 30

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
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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 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

Stone Summit Wealth's SPYG Position: Q3 2026 in Review

Stone Summit Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q3 2026, buying an estimated $1.47M and bringing the position to 73,446 shares worth $9.04M. The position accounts for 2.44% of the portfolio, ranked #10.

Stone Summit Wealth first reported a position in SPYG in Q4 2021 and has held it in 20 quarters since. 365 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Stone Summit Wealth held 73,446 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.04M as of Q3 2026.
  • Stone Summit Wealth bought 12,256 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $1.47M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.44% of Stone Summit Wealth's portfolio in Q3 2026, its #10 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 365 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.