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James T. Borello RIA’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

James T. Borello RIA’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 		$35.2M Buy
285,674
+17,059
+6% +$2.05M 7.3% 2
2026
Q2 		$32M Sell
268,615
-623
-0.2% -$71.2K 6.9% 3
2026
Q1 		$26.4M Sell
269,238
-165
-0.1% -$17.2K 6.67% 3
2025
Q4 		$28.7M Sell
269,403
-893
-0.3% -$94.7K 7.41% 3
2025
Q3 		$28.2M Sell
270,296
-2,675
-1% -$266K 7.64% 3
2025
Q2 		$26M Sell
272,971
-696
-0.3% -$59.7K 7.58% 3
2025
Q1 		$22M Sell
273,667
-1,583
-0.6% -$138K 7.06% 3
2024
Q4 		$24.2M Buy
275,250
+511
+0.2% +$44.2K 9.02% 2
2024
Q3 		$22.8M Buy
274,739
+302
+0.1% +$24.1K 9.26% 1
2024
Q2 		$22M Sell
274,437
-864
-0.3% -$64.5K 9.74% 2
2024
Q1 		$20.1M Buy
275,301
+193,114
+235% +$13.4M 9.18% 3
2023
Q4 		$5.35M Buy
+82,187
New +$5.07M 4.36% 6

Other funds holding SPYG

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's SPYG Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 6.4% in Q3 2026, buying an estimated $2.05M and bringing the position to 285,674 shares worth $35.2M. The position accounts for 7.3% of the portfolio, ranked #2.

James T. Borello RIA first reported a position in SPYG in Q4 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • James T. Borello RIA held 285,674 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $35.2M as of Q3 2026.
  • James T. Borello RIA bought 17,059 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $2.05M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 7.3% of James T. Borello RIA's portfolio in Q3 2026, its #2 holding.
  • James T. Borello RIA first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.