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 Q2	$31.7M	Buy	266,058 +16,937	+7%	+$1.94M	15.06%	1
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 $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Three Cord True Wealth Management's SPYG Position: Q2 2026 in Review

Three Cord True Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.8% in Q2 2026, buying an estimated $1.94M and bringing the position to 266,058 shares worth $31.7M. The position accounts for 15.06% of the portfolio, ranked #1.

Three Cord True Wealth Management first reported a position in SPYG in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Three Cord True Wealth Management held 266,058 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $31.7M as of Q2 2026.
Three Cord True Wealth Management bought 16,937 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.94M.
State Street SPDR Portfolio S&P 500 Growth ETF made up 15.06% of Three Cord True Wealth Management's portfolio in Q2 2026, its #1 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 7 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.