Three Cord True Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Three Cord True Wealth Management’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	$24.4M	Buy	249,121 +12,235	+5%	+$1.27M	13.55%	2
2025 Q4	$25.3M	Sell	236,886 -7,864	-3%	-$834K	14.7%	2
2025 Q3	$25.6M	Buy	244,750 +3,813	+2%	+$380K	17.31%	1
2025 Q2	$23M	Buy	240,937 +16,416	+7%	+$1.41M	17.15%	1
2025 Q1	$18M	Buy	224,521 +7,953	+4%	+$694K	15.48%	1
2024 Q4	$19M	Buy	+216,568	New	+$18.7M	16.47%	1

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 Cord True Wealth Management's SPYG Position: Q1 2026 in Review

Three Cord True Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 5.2% in Q1 2026, buying an estimated $1.27M and bringing the position to 249,121 shares worth $24.4M. The position accounts for 13.55% of the portfolio, ranked #2.

Three Cord True Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.6M in Q3 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Three Cord True Wealth Management held 249,121 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $24.4M as of Q1 2026.
Three Cord True Wealth Management bought 12,235 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.27M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 13.55% of Three Cord True Wealth Management's portfolio in Q1 2026, its #2 holding.
Three Cord True Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Three Cord True Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $25.6M in Q3 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 Cord True Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.