WJ Wealth Management
SPYG icon

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

WJ 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 		$505K Hold
4,107
– – 0.21% 63
2026
Q2 		$489K Sell
4,107
-217
-5% -$24.8K 0.19% 62
2026
Q1 		$423K Sell
4,324
-1
-0% -$104 0.2% 57
2025
Q4 		$461K Sell
4,325
-413
-9% -$43.8K 0.2% 57
2025
Q3 		$512K Sell
4,738
-4,768
-50% -$475K 0.23% 54
2025
Q2 		$906K Sell
9,506
-450
-5% -$38.6K 0.29% 54
2025
Q1 		$800K Sell
9,956
-1,196
-11% -$104K 0.28% 51
2024
Q4 		$980K Sell
11,152
-140
-1% -$12.1K 0.34% 43
2024
Q3 		$937K Sell
11,292
-260
-2% -$20.8K 0.33% 42
2024
Q2 		$926K Sell
11,552
-70,025
-86% -$5.23M 0.34% 42
2024
Q1 		$5.97M Buy
81,577
+30,779
+61% +$2.14M 2.37% 13
2023
Q4 		$3.3M Buy
50,798
+10,326
+26% +$637K 1.44% 21
2023
Q3 		$2.4M Buy
40,472
+10,991
+37% +$673K 1.17% 24
2023
Q2 		$1.8M Buy
+29,481
New +$1.69M 0.85% 26
2022
Q4 		– Sell
-4,774
Closed -$240K – 56
2022
Q3 		$240K Buy
+4,774
New +$269K 0.15% 49
2022
Q2 		– Sell
-3,727
Closed -$247K – 60
2022
Q1 		$247K Sell
3,727
-400
-10% -$26K 0.16% 42
2021
Q4 		$295K Hold
4,127
– – 0.18% 48
2021
Q3 		$264K Buy
4,127
+889
+27% +$58.7K 0.18% 51
2021
Q2 		$204K Buy
+3,238
New +$194K 0.63% 42
2020
Q3 		– Sell
-4,808
Closed -$216K – 48
2020
Q2 		$216K Buy
+4,808
New +$200K 0.15% 47

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
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
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 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

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

WJ Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 4,107 shares worth $505K. The position accounts for 0.21% of the portfolio, ranked #63.

WJ Wealth Management first reported a position in SPYG in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.97M in Q1 2024. 908 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • WJ Wealth Management held 4,107 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $505K as of Q3 2026.
  • WJ Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.21% of WJ Wealth Management's portfolio in Q3 2026, its #63 holding.
  • WJ Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • WJ Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $5.97M in Q1 2024.
  • 908 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.