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YHB Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

YHB Investment Advisors’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 		$8.68M Buy
70,512
+668
+1% +$80.2K 0.55% 47
2026
Q2 		$8.31M Buy
69,844
+24,383
+54% +$2.79M 0.53% 51
2026
Q1 		$4.45M Sell
45,461
-4,794
-10% -$499K 0.32% 82
2025
Q4 		$5.36M Buy
50,255
+2,788
+6% +$296K 0.37% 70
2025
Q3 		$4.96M Sell
47,467
-14
-0% -$1.39K 0.36% 71
2025
Q2 		$4.52M Buy
47,481
+1,811
+4% +$155K 0.35% 74
2025
Q1 		$3.67M Buy
45,670
+3,057
+7% +$267K 0.31% 83
2024
Q4 		$3.75M Buy
42,613
+5,957
+16% +$515K 0.31% 82
2024
Q3 		$3.04M Buy
36,656
+1,204
+3% +$96.2K 0.25% 92
2024
Q2 		$2.84M Buy
35,452
+1,206
+4% +$90.1K 0.24% 97
2024
Q1 		$2.51M Sell
34,246
-1,714
-5% -$119K 0.22% 97
2023
Q4 		$2.34M Sell
35,960
-1,161
-3% -$71.6K 0.23% 96
2023
Q3 		$2.2M Buy
37,121
+1,126
+3% +$69K 0.2% 108
2023
Q2 		$2.2M Sell
35,995
-1,543
-4% -$88.4K 0.2% 110
2023
Q1 		$2.08M Sell
37,538
-715
-2% -$37.9K 0.21% 104
2022
Q4 		$1.94M Buy
38,253
+375
+1% +$19.5K 0.21% 103
2022
Q3 		$1.9M Buy
37,878
+1,135
+3% +$63.9K 0.21% 107
2022
Q2 		$1.92M Sell
36,743
-1,019
-3% -$58.4K 0.2% 111
2022
Q1 		$2.5M Buy
37,762
+2,583
+7% +$168K 0.22% 105
2021
Q4 		$2.55M Buy
35,179
+4,691
+15% +$327K 0.2% 108
2021
Q3 		$1.95M Buy
30,488
+1,708
+6% +$113K 0.17% 123
2021
Q2 		$1.81M Buy
28,780
+1,116
+4% +$66.9K 0.15% 132
2021
Q1 		$1.68M Buy
27,664
+1,434
+5% +$80.3K 0.15% 137
2020
Q4 		$1.45M Buy
26,230
+1,182
+5% +$62.1K 0.14% 136
2020
Q3 		$1.25M Buy
+25,048
New +$1.23M 0.14% 135

Other funds holding SPYG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YHB Investment Advisors's SPYG Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.96% in Q3 2026, buying an estimated $80.2K and bringing the position to 70,512 shares worth $8.68M. The position accounts for 0.55% of the portfolio, ranked #47.

YHB Investment Advisors first reported a position in SPYG in Q3 2020 and has held it in 25 quarters since. 80 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • YHB Investment Advisors held 70,512 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $8.68M as of Q3 2026.
  • YHB Investment Advisors bought 668 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $80.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.55% of YHB Investment Advisors's portfolio in Q3 2026, its #47 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • 80 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.