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

TrueFG’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	$56.9M	Buy	462,359 +5,327	+1%	+$639K	13.23%	3
2026 Q2	$54.4M	Buy	457,032 +2,372	+0.5%	+$271K	12.7%	4
2026 Q1	$44.5M	Buy	454,660 +11,716	+3%	+$1.22M	11.8%	4
2025 Q4	$47.3M	Sell	442,944 -5,739	-1%	-$608K	12.68%	3
2025 Q3	$46.9M	Sell	448,683 -23,297	-5%	-$2.32M	12.96%	3
2025 Q2	$45M	Buy	471,980 +4,522	+1%	+$388K	13.37%	3
2025 Q1	$37.6M	Buy	467,458 +3,639	+0.8%	+$318K	12.36%	4
2024 Q4	$40.8M	Sell	463,819 -4,539	-1%	-$392K	13.31%	3
2024 Q3	$38.8M	Sell	468,358 -6,214	-1%	-$497K	12.69%	4
2024 Q2	$38M	Sell	474,572 -12,156	-2%	-$908K	13.74%	3
2024 Q1	$35.6M	Sell	486,728 -5,488	-1%	-$382K	13.05%	4
2023 Q4	$32M	Buy	492,216 +910	+0.2%	+$56.1K	12.67%	4
2023 Q3	$29.1M	Buy	491,306 +274	+0.1%	+$16.8K	12.6%	4
2023 Q2	$30M	Sell	491,032 -24,611	-5%	-$1.41M	12.88%	3
2023 Q1	$28.5M	Buy	515,643 +24,303	+5%	+$1.29M	12.88%	3
2022 Q4	$24.9M	Buy	491,340 +38,610	+9%	+$2.01M	11.86%	4
2022 Q3	$22.7M	Buy	452,730 +13,146	+3%	+$740K	12.02%	4
2022 Q2	$23M	Buy	439,584 +22,880	+5%	+$1.31M	11.75%	4
2022 Q1	$27.6M	Buy	416,704 +13,673	+3%	+$890K	12.53%	4
2021 Q4	$29.2M	Sell	403,031 -1,738	-0.4%	-$121K	12.89%	3
2021 Q3	$28.3M	Buy	404,769 +14,133	+4%	+$933K	12.82%	3
2021 Q2	$24.6M	Sell	390,636 -3,426	-0.9%	-$206K	12.5%	4
2021 Q1	$22.2M	Buy	394,062 +18,870	+5%	+$1.06M	12.1%	4
2020 Q4	$20.7M	Sell	375,192 -1,978	-0.5%	-$104K	12.42%	4
2020 Q3	$18.9M	Sell	377,170 -9,774	-3%	-$479K	13.14%	3
2020 Q2	$17.4M	Sell	386,944 -15,810	-4%	-$657K	13.12%	3
2020 Q1	$14.4M	Sell	402,754 -12,562	-3%	-$515K	13.01%	4
2019 Q4	$17.4M	Buy	+415,316	New	+$16.6M	13.2%	4

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

TrueFG's SPYG Position: Q3 2026 in Review

TrueFG increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1.2% in Q3 2026, buying an estimated $639K and bringing the position to 462,359 shares worth $56.9M. The position accounts for 13.23% of the portfolio, ranked #3.

TrueFG first reported a position in SPYG in Q4 2019 and has held it in 28 quarters since. 312 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

TrueFG held 462,359 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $56.9M as of Q3 2026.
TrueFG bought 5,327 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $639K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 13.23% of TrueFG's portfolio in Q3 2026, its #3 holding.
TrueFG first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
312 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.