Winthrop Advisory Group
SPYG icon

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

Winthrop 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 		$4.2M Sell
34,138
-151
-0.4% -$18.1K 0.26% 46
2026
Q2 		$4.08M Sell
34,289
-396
-1% -$45.3K 0.27% 47
2026
Q1 		$3.4M Sell
34,685
-161
-0.5% -$16.8K 0.28% 46
2025
Q4 		$3.72M Sell
34,846
-222
-0.6% -$23.5K 0.32% 43
2025
Q3 		$3.66M Sell
35,068
-13
-0% -$1.3K 0.32% 44
2025
Q2 		$3.34M Buy
35,081
+1,711
+5% +$147K 0.32% 42
2025
Q1 		$2.68M Sell
33,370
-589
-2% -$51.4K 0.32% 38
2024
Q4 		$2.98M Buy
33,959
+1,863
+6% +$161K 0.36% 39
2024
Q3 		$2.66M Sell
32,096
-429,580
-93% -$34.3M 0.33% 37
2024
Q2 		$29.6M Hold
461,676
– – 4.03% 8
2024
Q1 		$29.6M Buy
461,676
+428,964
+1,311% +$29.9M 4.28% 7
2023
Q4 		$2.13M Buy
32,712
+36
+0.1% +$2.22K 0.33% 38
2023
Q3 		$1.94M Buy
32,676
+417
+1% +$25.5K 0.32% 34
2023
Q2 		$1.97M Sell
32,259
-1,944
-6% -$111K 0.32% 35
2023
Q1 		$1.89M Sell
34,203
-2,206
-6% -$117K 0.33% 35
2022
Q4 		$1.84M Buy
+36,409
New +$1.89M 0.35% 32

Other funds holding SPYG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Winthrop Advisory Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.44% in Q3 2026, selling an estimated $18.1K and leaving 34,138 shares worth $4.2M. The position accounts for 0.26% of the portfolio, ranked #46.

Winthrop Advisory Group first reported a position in SPYG in Q4 2022 and has held it in 16 quarters since. The position peaked at $29.6M in Q2 2024. 625 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Winthrop Advisory Group held 34,138 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.2M as of Q3 2026.
  • Winthrop Advisory Group sold 151 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $18.1K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.26% of Winthrop Advisory Group's portfolio in Q3 2026, its #46 holding.
  • Winthrop Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Winthrop Advisory Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $29.6M in Q2 2024.
  • 625 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.