Valmark Advisers’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $564M | Sell |
4,738,201
-146,137
| -3% | -$16.7M | 5.98% | 2 |
|
|
2026
Q1 | $478M | Buy |
4,884,338
+223,140
| +5% | +$23.2M | 5.68% | 3 |
|
|
2025
Q4 | $497M | Buy |
4,661,198
+16,182
| +0.3% | +$1.72M | 6.13% | 2 |
|
|
2025
Q3 | $485M | Buy |
4,645,016
+52,840
| +1% | +$5.26M | 6.27% | 2 |
|
|
2025
Q2 | $438M | Sell |
4,592,176
-152,168
| -3% | -$13M | 6.09% | 2 |
|
|
2025
Q1 | $381M | Buy |
4,744,344
+109,101
| +2% | +$9.52M | 5.75% | 3 |
|
|
2024
Q4 | $407M | Sell |
4,635,243
-3,444
| -0.1% | -$298K | 6.31% | 2 |
|
|
2024
Q3 | $385M | Buy |
4,638,687
+107,423
| +2% | +$8.59M | 6.01% | 3 |
|
|
2024
Q2 | $363M | Sell |
4,531,264
-374,073
| -8% | -$27.9M | 6.16% | 2 |
|
|
2024
Q1 | $359M | Buy |
4,905,337
+5,110
| +0.1% | +$356K | 6.24% | 3 |
|
|
2023
Q4 | $319M | Buy |
4,900,227
+36,180
| +0.7% | +$2.23M | 5.97% | 3 |
|
|
2023
Q3 | $288M | Buy |
4,864,047
+47,526
| +1% | +$2.91M | 5.98% | 3 |
|
|
2023
Q2 | $294M | Buy |
4,816,521
+174,240
| +4% | +$9.98M | 5.98% | 3 |
|
|
2023
Q1 | $257M | Buy |
4,642,281
+217,820
| +5% | +$11.5M | 5.53% | 3 |
|
|
2022
Q4 | $224M | Sell |
4,424,461
-252,352
| -5% | -$13.1M | 5.17% | 3 |
|
|
2022
Q3 | $234M | Buy |
4,676,813
+128,232
| +3% | +$7.21M | 4.71% | 6 |
|
|
2022
Q2 | $238M | Buy |
4,548,581
+343,093
| +8% | +$19.7M | 4.62% | 6 |
|
|
2022
Q1 | $278M | Buy |
4,205,488
+131,096
| +3% | +$8.53M | 4.9% | 6 |
|
|
2021
Q4 | $295M | Sell |
4,074,392
-14,642
| -0.4% | -$1.02M | 5.09% | 6 |
|
|
2021
Q3 | $262M | Sell |
4,089,034
-4,169
| -0.1% | -$275K | 4.79% | 6 |
|
|
2021
Q2 | $258M | Sell |
4,093,203
-266,791
| -6% | -$16M | 4.72% | 7 |
|
|
2021
Q1 | $246M | Buy |
4,359,994
+80,555
| +2% | +$4.51M | 4.74% | 7 |
|
|
2020
Q4 | $237M | Sell |
4,279,439
-59,952
| -1% | -$3.15M | 4.81% | 7 |
|
|
2020
Q3 | $217M | Sell |
4,339,391
-265,211
| -6% | -$13M | 4.94% | 7 |
|
|
2020
Q2 | $207M | Sell |
4,604,602
-262,132
| -5% | -$10.9M | 4.86% | 7 |
|
|
2020
Q1 | $174M | Sell |
4,866,734
-207,462
| -4% | -$8.5M | 4.54% | 8 |
|
|
2019
Q4 | $213M | Sell |
5,074,196
-270,494
| -5% | -$10.8M | 4.61% | 8 |
|
|
2019
Q3 | $208M | Sell |
5,344,690
-132,227
| -2% | -$5.17M | 4.62% | 8 |
|
|
2019
Q2 | $212M | Sell |
5,476,917
-50,331
| -0.9% | -$1.91M | 4.66% | 8 |
|
|
2019
Q1 | $206M | Sell |
5,527,248
-188,649
| -3% | -$6.67M | 4.58% | 8 |
|
|
2018
Q4 | $186M | Buy |
5,715,897
+91,816
| +2% | +$3.21M | 4.46% | 8 |
|
|
2018
Q3 | $215M | Sell |
5,624,081
-163,028
| -3% | -$6.05M | 4.71% | 8 |
|
|
2018
Q2 | $203M | Buy |
5,787,109
+3,746,382
| +184% | +$130M | 4.5% | 8 |
|
|
2018
Q1 | $68.4M | Buy |
+2,040,727
| New | +$70.3M | 1.5% | 21 |
|
Other funds holding SPYG
AF
HI
Valmark Advisers's SPYG Position: Q2 2026 in Review
Valmark Advisers reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3% in Q2 2026, selling an estimated $16.7M and leaving 4,738,201 shares worth $564M. The position accounts for 5.98% of the portfolio, ranked #2.
Valmark Advisers first reported a position in SPYG in Q1 2018 and has held it in 34 quarters since. 1,408 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.
- Valmark Advisers held 4,738,201 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $564M as of Q2 2026.
- Valmark Advisers sold 146,137 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $16.7M.
- State Street SPDR Portfolio S&P 500 Growth ETF made up 5.98% of Valmark Advisers's portfolio in Q2 2026, its #2 holding.
- Valmark Advisers first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 34 quarters since.
- 1,408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.