Three Bridge Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Three Bridge Wealth Advisors’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 Q1	$1.78M	Hold	18,200	–	–	0.49%	28
2025 Q4	$1.94M	Hold	18,200	–	–	0.51%	31
2025 Q3	$1.9M	Hold	18,200	–	–	0.49%	31
2025 Q2	$1.73M	Hold	18,200	–	–	0.46%	34
2025 Q1	$1.46M	Hold	18,200	–	–	0.51%	35
2024 Q4	$1.6M	Hold	18,200	–	–	0.56%	34
2024 Q3	$1.51M	Hold	18,200	–	–	0.56%	34
2024 Q2	$1.46M	Hold	18,200	–	–	0.58%	34
2024 Q1	$1.33M	Hold	18,200	–	–	0.52%	33
2023 Q4	$1.18M	Hold	18,200	–	–	0.41%	34
2023 Q3	$1.08M	Hold	18,200	–	–	0.45%	41
2023 Q2	$1.11M	Hold	18,200	–	–	0.47%	39
2023 Q1	$1.01M	Buy	+18,200	New	+$964K	0.47%	42

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Three Bridge Wealth Advisors's SPYG Position: Q1 2026 in Review

Three Bridge Wealth Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 18,200 shares worth $1.78M. The position accounts for 0.49% of the portfolio, ranked #28.

Three Bridge Wealth Advisors first reported a position in SPYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Three Bridge Wealth Advisors held 18,200 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.78M as of Q1 2026.
Three Bridge Wealth Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.49% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Three Bridge Wealth Advisors 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.
Three Bridge Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.94M in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.