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

Wedmont Private Capital’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	$676K	Buy	5,422 +328	+6%	+$39.4K	0.02%	499
2026 Q2	$611K	Buy	5,094 +492	+11%	+$56.2K	0.02%	485
2026 Q1	$475K	Buy	4,602 +1	+0%	+$104	0.02%	508
2025 Q4	$497K	Sell	4,601 -684	-13%	-$72.5K	0.02%	479
2025 Q3	$554K	Sell	5,285 -575	-10%	-$57.3K	0.02%	438
2025 Q2	$563K	Buy	5,860 +1,262	+27%	+$108K	0.02%	398
2025 Q1	$360K	Sell	4,598 -552	-11%	-$48.2K	0.02%	472
2024 Q4	$451K	Buy	5,150 +743	+17%	+$64.2K	0.02%	417
2024 Q3	$361K	Sell	4,407 -310	-7%	-$24.8K	0.02%	460
2024 Q2	$391K	Buy	+4,717	New	+$352K	0.02%	412

Other funds holding SPYG

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

CNBT

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wedmont Private Capital's SPYG Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q3 2026, buying an estimated $39.4K and bringing the position to 5,422 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #499.

Wedmont Private Capital first reported a position in SPYG in Q2 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Wedmont Private Capital held 5,422 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $676K as of Q3 2026.
Wedmont Private Capital bought 328 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $39.4K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #499 holding.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2024 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.