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BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$269K Sell
2,188
-463
-17% -$55.6K 0.01% 797
2026
Q2 		$315K Buy
2,651
+1,871
+240% +$214K 0.01% 750
2026
Q1 		$76.4K Buy
+780
New +$81.2K ﹤0.01% 1121
2025
Q3 		$81.5K Buy
+780
New +$77.7K ﹤0.01% 1035
2025
Q1 		$49.8K Buy
+620
New +$54.1K ﹤0.01% 1051

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BOLTON SECURITIES CORPORATION's SPYG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 17% in Q3 2026, selling an estimated $55.6K and leaving 2,188 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #797.

BOLTON SECURITIES CORPORATION first reported a position in SPYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $315K in Q2 2026. 1,117 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,188 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $269K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 463 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $55.6K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #797 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $315K in Q2 2026.
  • 1,117 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.