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

Trinity 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 Q3	$432K	Buy	3,511 +152	+5%	+$18.2K	0.14%	60
2026 Q2	$400K	Buy	3,359 +2	+0.1%	+$229	0.13%	54
2026 Q1	$329K	Buy	3,357 +762	+29%	+$79.4K	0.12%	56
2025 Q4	$277K	Buy	+2,595	New	+$275K	0.1%	56

Other funds holding SPYG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Trinity Wealth Management's SPYG Position: Q3 2026 in Review

Trinity Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.5% in Q3 2026, buying an estimated $18.2K and bringing the position to 3,511 shares worth $432K. The position accounts for 0.14% of the portfolio, ranked #60.

Trinity Wealth Management first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 625 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Trinity Wealth Management held 3,511 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $432K as of Q3 2026.
Trinity Wealth Management bought 152 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $18.2K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Trinity Wealth Management's portfolio in Q3 2026, its #60 holding.
Trinity Wealth Management 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.
625 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.