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

VisionPoint Advisory Group’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	$3.33M	Sell	27,084 -1,144	-4%	-$137K	0.52%	49
2026 Q2	$3.36M	Sell	28,228 -4,455	-14%	-$509K	0.55%	44
2026 Q1	$3.2M	Buy	32,683 +650	+2%	+$67.7K	0.6%	39
2025 Q4	$3.42M	Buy	32,033 +4,196	+15%	+$445K	0.67%	36
2025 Q3	$2.91M	Buy	27,837 +6,922	+33%	+$689K	0.58%	43
2025 Q2	$1.99M	Buy	20,915 +18,064	+634%	+$1.55M	0.43%	63
2025 Q1	$229K	Buy	+2,851	New	+$249K	0.08%	188
2024 Q3	–	Sell	-11	Closed	-$881	–	705
2024 Q2	$881	Buy	+11	New	+$822	﹤0.01%	727
2023 Q4	–	Sell	-10,848	Closed	-$643K	–	874
2023 Q3	$643K	Buy	+10,848	New	+$664K	0.28%	81

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

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

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

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

VisionPoint Advisory Group's SPYG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 4.1% in Q3 2026, selling an estimated $137K and leaving 27,084 shares worth $3.33M. The position accounts for 0.52% of the portfolio, ranked #49.

VisionPoint Advisory Group first reported a position in SPYG in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.42M in Q4 2025. 394 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

VisionPoint Advisory Group held 27,084 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.33M as of Q3 2026.
VisionPoint Advisory Group sold 1,144 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $137K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.52% of VisionPoint Advisory Group's portfolio in Q3 2026, its #49 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 9 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.42M in Q4 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.