Third View Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Third View Private 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	$2.14M	Sell	17,370 -1,236	-7%	-$148K	0.25%	83
2026 Q2	$2.21M	Sell	18,606 -632	-3%	-$72.3K	0.27%	89
2026 Q1	$1.88M	Sell	19,238 -2,385	-11%	-$248K	0.26%	87
2025 Q4	$2.31M	Buy	+21,623	New	+$2.29M	0.31%	82

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

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

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Third View Private Wealth's SPYG Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.6% in Q3 2026, selling an estimated $148K and leaving 17,370 shares worth $2.14M. The position accounts for 0.25% of the portfolio, ranked #83.

Third View Private Wealth first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.31M in Q4 2025. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Third View Private Wealth held 17,370 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.14M as of Q3 2026.
Third View Private Wealth sold 1,236 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $148K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.25% of Third View Private Wealth's portfolio in Q3 2026, its #83 holding.
Third View Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.31M in Q4 2025.
908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.