USAdvisors Wealth Management
SPYG icon

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

USAdvisors 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 		$4.93M Sell
40,093
-2,019
-5% -$242K 1.41% 24
2026
Q2 		$5.01M Sell
42,112
-2,684
-6% -$307K 1.44% 23
2026
Q1 		$4.21M Buy
44,796
+506
+1% +$52.7K 1.4% 24
2025
Q4 		$4.72M Sell
44,290
-2,966
-6% -$314K 1.56% 18
2025
Q3 		$4.94M Sell
47,256
-4,606
-9% -$459K 1.7% 17
2025
Q2 		$4.95M Buy
51,862
+1,446
+3% +$124K 1.84% 16
2025
Q1 		$4.05M Sell
50,416
-2,966
-6% -$259K 1.41% 23
2024
Q4 		$4.69M Sell
53,382
-5,882
-10% -$508K 1.52% 21
2024
Q3 		$4.89M Sell
59,264
-2,841
-5% -$227K 1.71% 16
2024
Q2 		$4.98M Sell
62,105
-9,279
-13% -$693K 1.75% 16
2024
Q1 		$5.24M Sell
71,384
-2,796
-4% -$195K 1.98% 15
2023
Q4 		$4.83M Buy
+74,180
New +$4.57M 2% 17
2022
Q1 		– Sell
-62,114
Closed -$4.5M – 145
2021
Q4 		$4.5M Sell
62,114
-5,640
-8% -$394K 1.83% 20
2021
Q3 		$4.34M Sell
67,754
-4,436
-6% -$293K 1.88% 19
2021
Q2 		$4.54M Sell
72,190
-489
-0.7% -$29.3K 2.47% 16
2021
Q1 		$4.1M Sell
72,679
-100
-0.1% -$5.6K 1.98% 19
2020
Q4 		$4.02M Sell
72,779
-273
-0.4% -$14.3K 1.93% 16
2020
Q3 		$3.66M Sell
73,052
-334
-0.5% -$16.4K 0.57% 20
2020
Q2 		$3.3M Buy
73,386
+46,954
+178% +$1.95M 1.75% 19
2020
Q1 		$945K Buy
+26,432
New +$1.08M 0.58% 39

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

USAdvisors Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.8% in Q3 2026, selling an estimated $242K and leaving 40,093 shares worth $4.93M. The position accounts for 1.41% of the portfolio, ranked #24.

USAdvisors Wealth Management first reported a position in SPYG in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.24M in Q1 2024. 1,159 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • USAdvisors Wealth Management held 40,093 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.93M as of Q3 2026.
  • USAdvisors Wealth Management sold 2,019 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $242K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.41% of USAdvisors Wealth Management's portfolio in Q3 2026, its #24 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2020 and has held it in 20 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.24M in Q1 2024.
  • 1,159 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.