True Wealth Design
SPYG icon

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

True Wealth Design’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 		$30.4K Hold
247
– – 0.01% 695
2026
Q2 		$29.4K Hold
247
– – 0.01% 683
2026
Q1 		$24.2K Buy
+247
New +$25.7K 0.01% 642

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

True Wealth Design's SPYG Position: Q3 2026 in Review

True Wealth Design held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 247 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #695.

True Wealth Design first reported a position in SPYG in Q1 2026 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • True Wealth Design held 247 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $30.4K as of Q3 2026.
  • True Wealth Design left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #695 holding.
  • True Wealth Design first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.