Triad Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Triad Wealth Partners’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	$2.61M	Buy	21,226 +2,738	+15%	+$329K	0.14%	99
2026 Q2	$2.21M	Buy	18,488 +11,040	+148%	+$1.26M	0.13%	110
2026 Q1	$729K	Sell	7,448 -235	-3%	-$24.5K	0.06%	213
2025 Q4	$820K	Buy	7,683 +1,409	+22%	+$149K	0.08%	181
2025 Q3	$656K	Buy	6,274 +1,134	+22%	+$113K	0.08%	167
2025 Q2	$490K	Buy	5,140 +1,048	+26%	+$89.8K	0.1%	155
2025 Q1	$329K	Buy	+4,092	New	+$357K	0.1%	147
2024 Q3	–	Sell	-547	Closed	-$43.8K	–	789
2024 Q2	$43.8K	Buy	+547	New	+$40.9K	0.02%	247

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Triad Wealth Partners's SPYG Position: Q3 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 15% in Q3 2026, buying an estimated $329K and bringing the position to 21,226 shares worth $2.61M. The position accounts for 0.14% of the portfolio, ranked #99.

Triad Wealth Partners first reported a position in SPYG in Q2 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Triad Wealth Partners held 21,226 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.61M as of Q3 2026.
Triad Wealth Partners bought 2,738 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $329K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Triad Wealth Partners's portfolio in Q3 2026, its #99 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.