BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$77.5K	Sell	630 -525	-45%	-$63K	0.02%	477
2026 Q2	$137K	Sell	1,155 -334	-22%	-$38.2K	0.02%	642
2026 Q1	$146K	Sell	1,489 -209	-12%	-$21.8K	0.02%	627
2025 Q4	$181K	Buy	1,698 +1	+0.1%	+$106	0.02%	552
2025 Q3	$177K	Buy	1,697 +310	+22%	+$30.9K	0.03%	513
2025 Q2	$132K	Buy	1,387 +1	+0.1%	+$86	0.02%	594
2025 Q1	$111K	Sell	1,386 -1,487	-52%	-$130K	0.02%	657
2024 Q4	$253K	Buy	2,873 +1,323	+85%	+$114K	0.04%	378
2024 Q3	$129K	Buy	+1,550	New	+$124K	0.02%	633

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SPYG Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 45% in Q3 2026, selling an estimated $63K and leaving 630 shares worth $77.5K. The position accounts for 0.02% of the portfolio, ranked #477.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SPYG in Q3 2024 and has held it in 9 quarters since. The position peaked at $253K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 630 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $77.5K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 525 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $63K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #477 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $253K in Q4 2024.
1,285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.