XY Planning Network’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

XY Planning Network’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	$4.61M	Buy	37,447 +883	+2%	+$106K	0.5%	47
2026 Q2	$4.35M	Buy	36,564 +2,306	+7%	+$264K	0.55%	45
2026 Q1	$3.4M	Buy	34,258 +1,818	+6%	+$189K	0.54%	43
2025 Q4	$3.46M	Buy	+32,440	New	+$3.44M	0.6%	38

Other funds holding SPYG

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

XY Planning Network's SPYG Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q3 2026, buying an estimated $106K and bringing the position to 37,447 shares worth $4.61M. The position accounts for 0.5% of the portfolio, ranked #47.

XY Planning Network first reported a position in SPYG in Q4 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

XY Planning Network held 37,447 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.61M as of Q3 2026.
XY Planning Network bought 883 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $106K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.5% of XY Planning Network's portfolio in Q3 2026, its #47 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2025 and has held it in 4 quarters since.
472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.