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

Team Financial Group’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	$20.1K	Buy	+163	New	+$19.6K	0.01%	176
2026 Q2	–	Sell	-83	Closed	-$8.13K	–	221
2026 Q1	$8.13K	Hold	83	–	–	﹤0.01%	206
2025 Q4	$8.85K	Hold	83	–	–	﹤0.01%	192
2025 Q3	$8.65K	Hold	83	–	–	﹤0.01%	194
2025 Q2	$7.88K	Buy	+83	New	+$7.12K	﹤0.01%	189
2024 Q1	–	Sell	-193	Closed	-$12.5K	–	185
2023 Q4	$12.5K	Buy	193 +1	+0.5%	+$62	0.01%	106
2023 Q3	$11.4K	Buy	+192	New	+$11.8K	0.01%	112

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Team Financial Group's SPYG Position: Q3 2026 in Review

Team Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2026: 163 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Team Financial Group previously reported a position in SPYG as recently as Q1 2026.

Team Financial Group first reported a position in SPYG in Q3 2023 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Team Financial Group held 163 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $20.1K as of Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Team Financial Group position in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #176 holding.
Team Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 7 quarters since.
1,040 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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