SPYG — Spdr Portfolio S&p 500 Growth Etf

Ownership history in Compton Financial Group, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, LLC reported a position in Spdr Portfolio S&p 500 Growth Etf (SPYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
21.82% (2025 Q3)
Avg. % of fund
15.49%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 852,783 -14,051 -1.6% 20.60% $91.0M $106.70
2025 Q3 ADDED 866,834 +19,011 +2.2% 21.82% $90.6M $104.35
2025 Q2 REDUCED 847,823 -31,200 -3.5% 21.02% $80.8M $95.05
2025 Q1 ADDED 879,023 +256,990 +41.3% 20.34% $70.6M $80.02
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYG price (monthly, adj. close)

Other funds also holding SPYG

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 24.0% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 21.82% Destiny Capital Corp/CO 3Y 20.58% Willis Johnson & Associates, Inc. 3Y 17.67% Ackerman Capital Advisors, LLC 3Y 7Y 16.36% Focused Wealth Management, Inc 3Y 7Y 16.28% Leslie Global Wealth, LLC 15.66% Black Swift Group, LLC 3Y 15.62% Syntegra Private Wealth Group, LLC 3Y 14.43% Marathon Mission, Inc. 13.56%
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