SWMG LLC
SPYG icon

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

SWMG LLC’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 		$1.1M Buy
+9,246
New +$1.11M 0.24% 35
2026
Q1 		– Sell
-5,712
Closed -$600K – 131
2025
Q4 		$600K Buy
5,712
+2,338
+69% +$248K 0.17% 62
2025
Q3 		$355K Sell
3,374
-8,348
-71% -$831K 0.11% 85
2025
Q2 		$1.16M Buy
11,722
+6,048
+107% +$518K 0.39% 37
2025
Q1 		$463K Buy
5,674
+484
+9% +$42.3K 0.18% 79
2024
Q4 		$477K Sell
5,190
-164
-3% -$14.2K 0.19% 77
2024
Q3 		$468K Buy
5,354
+298
+6% +$23.8K 0.19% 76
2024
Q2 		$405K Sell
5,056
-88
-2% -$6.57K 0.18% 66
2024
Q1 		$376K Buy
5,144
+410
+9% +$28.5K 0.17% 69
2023
Q4 		$308K Sell
4,734
-80
-2% -$4.93K 0.15% 77
2023
Q3 		$285K Buy
4,814
+198
+4% +$12.1K 0.15% 83
2023
Q2 		$282K Buy
4,616
+31
+0.7% +$1.78K 0.15% 74
2023
Q1 		$254K Buy
+4,585
New +$243K 0.14% 81

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
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
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
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SWMG LLC's SPYG Position: Q3 2026 in Review

SWMG LLC opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 9,246 shares worth $1.1M. The stake represents 0.24% of the portfolio and ranks #35 among its holdings. This is a return to the name: SWMG LLC previously reported a position in SPYG as recently as Q4 2025.

SWMG LLC first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2025. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • SWMG LLC held 9,246 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.1M as of Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new SWMG LLC position in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.24% of SWMG LLC's portfolio in Q3 2026, its #35 holding.
  • SWMG LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • SWMG LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.16M in Q2 2025.
  • 656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.